SCHW Charles Schwab | $80.85 +0.8% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +17.5%
|
PYPL PayPal | $86.13 +0.4% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +40.3%
|
PM Philip Morris International | $129.25 +0.8% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +37.8%
|
PCH PotlatchDeltic | $41.58 -0.8% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -12.7%
|
FIS Fidelity National Information Services | $88.04 -0.5% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +61.7%
|
PCH PotlatchDeltic | $41.58 -0.8% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -12.7%
|
MKL Markel Group | $1,692.88 -1.0% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +18.4%
|
INTC Intel | $24.47 -2.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -44.0%
|
MMM 3M | $130.17 -1.6% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +36.5%
|
WBD Warner Bros. Discovery | $9.18 -6.9% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -13.9%
|
V Visa | $309.49 +0.4% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +22.0%
|
MO Altria Group | $56.10 +1.3% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +36.2%
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SYF Synchrony Financial | $65.22 +0.5% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +57.2%
|
TSLA Tesla | $318.94 +2.5% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | +39.9%
|
BRK.B Berkshire Hathaway | $469.67 +0.4% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +105.2%
|
SWN Southwestern Energy | $7.11
| Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +128.6%
|
XOM Exxon Mobil | $119.63 -0.8% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +213.7%
|
XOM Exxon Mobil | $119.63 -0.8% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +213.7%
|
T AT&T | $22.58 +1.5% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -21.5%
|
FVD First Trust Value Line Dividend Index Fund | $45.31 -0.4% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +31.1%
|
VYM Vanguard High Dividend Yield ETF | $130.42 -0.5% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $41.94 -0.4% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $130.42 -0.5% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +110.5%
|
VYM Vanguard High Dividend Yield ETF | $130.42 -0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +115.4%
|
FDL First Trust Morningstar Dividend Leaders Index | $41.94 -0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +101.1%
|
CSCO Cisco Systems | $57.37 -0.9% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $45.31 -0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $45.31 -0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $127.15 -1.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $171.95 -2.1% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $180.68 -0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +815.3%
|
FDM First Trust Dow Jones Select Microcap Index Fund | $68.69 -1.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $41.94 -0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +109.9%
|
IBB iShares Biotechnology ETF | $134.18 -4.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $21.05 -1.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $65.22 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +138.9%
|
VYM Vanguard High Dividend Yield ETF | $130.42 -0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +120.1%
|
BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |