SCHW Charles Schwab | $74.31 +0.9% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +8.0%
|
PYPL PayPal | $87.13 +0.4% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +41.9%
|
PM Philip Morris International | $124.22 +1.7% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +32.4%
|
PCH PotlatchDeltic | $38.75 +0.9% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -18.7%
|
FIS Fidelity National Information Services | $81.46 +1.6% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +49.7%
|
PCH PotlatchDeltic | $38.75 +0.9% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -18.7%
|
MKL Markel Group | $1,727.20 +1.6% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +20.8%
|
INTC Intel | $19.52 +2.4% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -55.3%
|
MMM 3M | $129.28 +1.7% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +35.6%
|
WBD Warner Bros. Discovery | $10.69 +1.9% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | +0.3%
|
V Visa | $317.71 +0.9% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +25.2%
|
MO Altria Group | $53.84 +1.6% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +30.7%
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SYF Synchrony Financial | $65.45 +1.8% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +57.7%
|
TSLA Tesla | $421.06 -3.5% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | +84.7%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +98.0%
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SWN Southwestern Energy | $7.11
| Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +128.6%
|
XOM Exxon Mobil | $105.87 +0.3% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +177.7%
|
XOM Exxon Mobil | $105.87 +0.3% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +177.7%
|
T AT&T | $22.75 +0.8% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -20.9%
|
FVD First Trust Value Line Dividend Index Fund | $43.70 +0.7% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +26.4%
|
VYM Vanguard High Dividend Yield ETF | $127.12 +0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $40.17 +1.5% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $127.12 +0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +105.2%
|
VYM Vanguard High Dividend Yield ETF | $127.12 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +110.0%
|
FDL First Trust Morningstar Dividend Leaders Index | $40.17 +1.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +92.6%
|
CSCO Cisco Systems | $58.52 +1.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $43.70 +0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $43.70 +0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $124.09 +1.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $191.41 +1.5% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $170.84 +1.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +765.5%
|
FDM First Trust Dow Jones Select Microcap Index Fund | $67.71 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $40.17 +1.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +101.1%
|
IBB iShares Biotechnology ETF | $132.73 +1.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $19.01 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $65.45 +1.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +139.7%
|
VYM Vanguard High Dividend Yield ETF | $127.12 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +114.6%
|
BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |