SCHW Charles Schwab | $78.78 +0.9% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +14.5%
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PYPL PayPal | $64.48 +0.6% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +5.0%
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PM Philip Morris International | $99.83 -0.8% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +6.4%
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PCH PotlatchDeltic | $43.83 -0.4% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -8.0%
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FIS Fidelity National Information Services | $78.36 +1.0% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +44.0%
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PCH PotlatchDeltic | $43.83 -0.4% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -8.0%
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MKL Markel Group | $1,663.21 +0.6% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +16.3%
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INTC Intel | $31.83 -0.6% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -27.1%
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MMM 3M | $105.26 +0.4% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +10.4%
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WBD Warner Bros. Discovery | $8.05 -2.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -24.5%
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V Visa | $280.10 +0.1% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +10.4%
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MO Altria Group | $46.08 +0.3% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +11.9%
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SYF Synchrony Financial | $43.94 +1.1% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +5.9%
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TSLA Tesla | $177.46 +1.5% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | -22.1%
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BRK.B Berkshire Hathaway | $416.94 +0.9% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +82.1%
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SWN Southwestern Energy | $7.53 +0.1% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +142.1%
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XOM Exxon Mobil | $119.64 +1.5% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +213.8%
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XOM Exxon Mobil | $119.64 +1.5% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +213.8%
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T AT&T | $17.40 +0.6% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -39.5%
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FVD First Trust Value Line Dividend Index Fund | $42.43 +0.0% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +22.8%
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VYM Vanguard High Dividend Yield ETF | $121.51 +0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $39.01 +0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $121.51 +0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +96.1%
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VYM Vanguard High Dividend Yield ETF | $121.51 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +100.7%
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FDL First Trust Morningstar Dividend Leaders Index | $39.01 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +87.1%
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CSCO Cisco Systems | $48.17 -0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $42.43 +0.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $42.43 +0.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $112.88 +0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $176.06 +1.1% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $125.67 -1.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +536.7%
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FDM First Trust Dow Jones Select Microcap Index Fund | $62.81 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $39.01 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +95.3%
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IBB iShares Biotechnology ETF | $136.69 -0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $23.21 +0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $43.94 +1.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +60.9%
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VYM Vanguard High Dividend Yield ETF | $121.51 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +105.1%
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BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |