SCHW Charles Schwab | $82.73 -1.0% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +20.2%
|
PYPL PayPal | $88.58 -1.1% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +44.2%
|
PM Philip Morris International | $130.16 -0.1% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +38.7%
|
PCH PotlatchDeltic | $44.73 +0.9% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -6.1%
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FIS Fidelity National Information Services | $81.44 -0.8% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +49.6%
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PCH PotlatchDeltic | $44.73 +0.9% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -6.1%
|
MKL Markel Group | $1,829.52 -0.1% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +28.0%
|
INTC Intel | $19.43 -2.9% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -55.5%
|
MMM 3M | $152.26 -1.4% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +59.7%
|
WBD Warner Bros. Discovery | $10.44 -1.7% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -2.1%
|
V Visa | $342.05 -0.3% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +34.8%
|
MO Altria Group | $52.20 +1.3% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +26.7%
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SYF Synchrony Financial | $68.90 -0.8% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +66.0%
|
TSLA Tesla | $404.60 +1.1% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | +77.5%
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BRK.B Berkshire Hathaway | $468.39 -0.8% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +104.6%
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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 | $106.82 -2.5% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +180.1%
|
XOM Exxon Mobil | $106.82 -2.5% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +180.1%
|
T AT&T | $23.74 -1.2% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -17.4%
|
FVD First Trust Value Line Dividend Index Fund | $44.48 -0.7% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +28.7%
|
VYM Vanguard High Dividend Yield ETF | $132.36 -0.5% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $41.53 -0.4% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $132.36 -0.5% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +113.6%
|
VYM Vanguard High Dividend Yield ETF | $132.36 -0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +118.6%
|
FDL First Trust Morningstar Dividend Leaders Index | $41.53 -0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +99.2%
|
CSCO Cisco Systems | $60.60 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $44.48 -0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $44.48 -0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $129.85 -0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $204.02 +1.6% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $176.92 -0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +796.3%
|
FDM First Trust Dow Jones Select Microcap Index Fund | $69.85 -1.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $41.53 -0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +107.9%
|
IBB iShares Biotechnology ETF | $138.66 -0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $20.62 -0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $68.90 -0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +152.3%
|
VYM Vanguard High Dividend Yield ETF | $132.36 -0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +123.4%
|
BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |