DTRUY Daimler Truck | $19.23 +0.3% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +10.8%
|
KD Kyndryl | $34.51 +1.0% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +82.5%
|
FDX FedEx | $275.73 -0.1% | Purchase $15,001 - $50,000 | 7/28/2023 | 6/29/2023 | +10.3%
|
FHN First Horizon | $19.94 +3.5% | Purchase $15,001 - $50,000 | 6/26/2023 | 5/26/2023 | +83.3%
|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | $8.37 +0.5% | Sale $15,001 - $50,000 | 2/4/2023 | 1/31/2023 | -13.1%
|
OZKAP Bank OZK | $16.45
| Purchase $15,001 - $50,000 | 8/23/2022 | 8/18/2022 | |
GOLD Barrick Gold | $15.46 +1.5% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | +1617.8%
|
VRAI Virtus Real Asset Income ETF | $22.48 +0.9% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | -11.8%
|
OZKAP Bank OZK | $16.45
| Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | |
DURA VanEck Durable High Dividend ETF | $32.84 +1.0% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | +5.6%
|
SCHD Schwab US Dividend Equity ETF | $27.29 +1.3% | Purchase $50,001 - $100,000 | 8/5/2022 | 7/29/2022 | +10.0%
|
FHN First Horizon | $19.94 +3.5% | Purchase $15,001 - $50,000 | 8/2/2022 | 7/27/2022 | -11.3%
|
VRP Invesco Variable Rate Preferred ETF | $24.32 +0.3% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -1.9%
|
PFFV Global X Variable Rate Preferred ETF | $23.84 +0.4% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -8.1%
|
FPE First Trust Preferred Securities and Income ETF | $17.72 +0.4% | Purchase $15,001 - $50,000 | 2/15/2022 | 2/9/2022 | -9.5%
|
FPEI First Trust Institutional Preferred Securities and Income ETF | $18.65 +0.2% | Purchase $50,001 - $100,000 | 12/7/2021 | 11/18/2021 | -9.2%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -100.0%
|
SLB Schlumberger | $36.83 -0.2% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +112.2%
|
DIS Walt Disney | $112.03 +0.6% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +4.0%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +159.5%
|
CVX Chevron | $142.85 +1.2% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +53.0%
|
KO Coca-Cola | $62.55 +0.2% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +37.4%
|
FHN First Horizon | $19.94 +3.5% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +134.3%
|
KO Coca-Cola | $62.55 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +40.2%
|
CVX Chevron | $142.85 +1.2% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +54.2%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +161.2%
|
DIS Walt Disney | $112.03 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +6.1%
|
SLB Schlumberger | $36.83 -0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +120.1%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -100.0%
|
FHN First Horizon | $19.94 +3.5% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +138.8%
|
BA Boeing | $177.35 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +15.2%
|
CMCSA Comcast | $38.22 +2.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +0.4%
|
RQI Cohen & Steers Quality Income Realty Fund | $12.18 +2.3% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +23.3%
|
T AT&T | $22.75 +0.8% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -27.2%
|
CVX Chevron | $142.85 +1.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +63.9%
|
AZO AutoZone | $3,253.47 +1.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +228.0%
|
KO Coca-Cola | $62.55 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +30.1%
|
XOM Exxon Mobil | $105.87 +0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +145.0%
|
FDX FedEx | $275.73 -0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +120.8%
|
DIS Walt Disney | $112.03 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +5.1%
|
SNE Sony | $21.02 +1.7% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -67.4%
|
PEP PepsiCo | $152.79 +0.9% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +11.1%
|
MAA Mid-America Apartment Communities | $153.40 +2.7% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +35.2%
|
MAR Marriott International | $283.96 +1.8% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +237.0%
|
FHN First Horizon | $19.94 +3.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +148.9%
|
IBM International Business Machines | $223.36 -0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +97.9%
|
LLY Eli Lilly and Company | $767.76 +1.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +471.5%
|
EBS Emergent BioSolutions | $8.10 +0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -85.9%
|
CVX Chevron | $142.85 +1.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +87.0%
|
XOM Exxon Mobil | $105.87 +0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +172.7%
|
HST Host Hotels & Resorts | $18.20 +3.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +46.1%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -100.0%
|
MSFT Microsoft | $436.60 -0.1% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +180.1%
|
FHN First Horizon | $19.94 +3.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +125.1%
|
T AT&T | $22.75 +0.8% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -25.7%
|
FDRR Fidelity Dividend ETF for Rising Rates | $51.43 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +90.8%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +146.4%
|
DIS Walt Disney | $112.03 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +6.3%
|
TM Toyota Motor | $178.17 +2.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +41.0%
|
SNE Sony | $21.02 +1.7% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -65.3%
|
SLB Schlumberger | $36.83 -0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +137.3%
|
RF Regions Financial | $23.77 +2.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +141.3%
|
RTN Return Energy | C$0.04 +40.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -22.2%
|
KO Coca-Cola | $62.55 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +41.2%
|
RQI Cohen & Steers Quality Income Realty Fund | $12.18 +2.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +34.7%
|
EBS Emergent BioSolutions | $8.10 +0.5% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | -80.6%
|
LLY Eli Lilly and Company | $767.76 +1.3% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +585.1%
|
IBM International Business Machines | $223.36 -0.3% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +65.5%
|
T AT&T | $22.75 +0.8% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | -35.5%
|
GE General Electric | $168.37 +2.2% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +158.9%
|
WY Weyerhaeuser | $27.50 +1.1% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +5.3%
|
MSFT Microsoft | $436.60 -0.1% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +215.9%
|
CHTR Charter Communications | $351.50 -0.4% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -10.2%
|
APVO Aptevo Therapeutics | $4.41 -2.6% | Sale $0 - $1,000 | 7/3/2019 | 6/24/2019 | -100.0%
|
AAL American Airlines Group | $16.88 +1.4% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -46.8%
|
ENB Enbridge | $41.37 +1.6% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +17.6%
|
HCP HashiCorp | $34.27 +0.1% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +4.5%
|
IBM International Business Machines | $223.36 -0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +59.8%
|
CCL Carnival Co. & | $26.80 +6.4% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -41.8%
|
DUK Duke Energy | $108.28 +1.1% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +20.5%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Sale $15,001 - $50,000 | 7/3/2019 | 6/24/2019 | +118.6%
|
RA Brookfield Real Assets Income Fund | $13.23 +0.7% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
CVS CVS Health | $44.36 +1.3% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
GE General Electric | $168.37 +2.2% | Sale $1,001 - $15,000 | 1/8/2019 | 12/27/2018 | |
FDRR Fidelity Dividend ETF for Rising Rates | $51.43 +0.2% | Purchase $15,001 - $50,000 | 9/11/2018 | 8/29/2018 | |
RA Brookfield Real Assets Income Fund | $13.23 +0.7% | Purchase $15,001 - $50,000 | 8/17/2018 | 8/9/2018 | |
WU Western Union | $10.71 +0.1% | Sale $1,001 - $15,000 | 1/10/2018 | 12/28/2017 | |
MTB M&T Bank | $189.48 +2.2% | Sale $1,001 - $15,000 | 1/21/2016 | 1/29/2016 | +114.7%
|
X United States Steel | $30.14 -5.0% | Sale $1,001 - $15,000 | 5/12/2016 | 12/29/2015 | |
X United States Steel | $30.14 -5.0% | Sale $1,001 - $15,000 | 1/21/2016 | 12/29/2015 | |
TM Toyota Motor | $178.17 +2.3% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |
TM Toyota Motor | $178.17 +2.3% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |