DTRUY Daimler Truck | $19.07 +1.1% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +9.9%
|
KD Kyndryl | $23.48 +1.2% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +24.2%
|
FDX FedEx | $291.39 +1.0% | Purchase $15,001 - $50,000 | 7/28/2023 | 6/29/2023 | +16.6%
|
FHN First Horizon | $15.82 +0.1% | Purchase $15,001 - $50,000 | 6/26/2023 | 5/26/2023 | +45.4%
|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | $8.65 -0.1% | Sale $15,001 - $50,000 | 2/4/2023 | 1/31/2023 | -10.2%
|
OZKAP Bank OZK | $17.13 +1.1% | Purchase $15,001 - $50,000 | 8/23/2022 | 8/18/2022 | |
GOLD Barrick Gold | $20.61 +1.0% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | +2190.0%
|
VRAI Virtus Real Asset Income ETF | $24.34 +0.6% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | -4.5%
|
OZKAP Bank OZK | $17.13 +1.1% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | |
DURA VanEck Durable High Dividend ETF | $33.85 +0.4% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | +8.9%
|
SCHD Schwab US Dividend Equity ETF | $82.56 +0.4% | Purchase $50,001 - $100,000 | 8/5/2022 | 7/29/2022 | +10.9%
|
FHN First Horizon | $15.82 +0.1% | Purchase $15,001 - $50,000 | 8/2/2022 | 7/27/2022 | -29.6%
|
VRP Invesco Variable Rate Preferred ETF | $24.12 +0.1% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -2.7%
|
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 | $17.73 +0.3% | Purchase $15,001 - $50,000 | 2/15/2022 | 2/9/2022 | -9.4%
|
FPEI First Trust Institutional Preferred Securities and Income ETF | $18.64 +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 | $44.20 +0.4% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +154.6%
|
DIS Walt Disney | $90.69 +1.1% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -15.8%
|
BRK.B Berkshire Hathaway | $446.60 -0.4% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +155.7%
|
CVX Chevron | $145.35 +0.5% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +55.7%
|
KO Coca-Cola | $69.57 +0.3% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +52.8%
|
FHN First Horizon | $15.82 +0.1% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +85.9%
|
KO Coca-Cola | $69.57 +0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +56.0%
|
CVX Chevron | $145.35 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +56.9%
|
BRK.B Berkshire Hathaway | $446.60 -0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +157.4%
|
DIS Walt Disney | $90.69 +1.1% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -14.1%
|
SLB Schlumberger | $44.20 +0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +164.2%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -100.0%
|
FHN First Horizon | $15.82 +0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +89.5%
|
BA Boeing | $173.43 +0.8% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +12.6%
|
CMCSA Comcast | $39.94 -0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +4.9%
|
RQI Cohen & Steers Quality Income Realty Fund | $12.93 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +30.8%
|
T AT&T | $19.53 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -37.5%
|
CVX Chevron | $145.35 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +66.7%
|
AZO AutoZone | $3,203.57 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +223.0%
|
KO Coca-Cola | $69.57 +0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +44.8%
|
XOM Exxon Mobil | $113.85 -0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +163.4%
|
FDX FedEx | $291.39 +1.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +133.4%
|
DIS Walt Disney | $90.69 +1.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -14.9%
|
SNE Sony | $90.79 -0.7% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +40.9%
|
PEP PepsiCo | $175.21 -0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +27.4%
|
MAA Mid-America Apartment Communities | $153.10
| Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +34.9%
|
MAR Marriott International | $224.51 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +166.4%
|
FHN First Horizon | $15.82 +0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +97.5%
|
IBM International Business Machines | $197.21 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +74.7%
|
LLY Eli Lilly and Company | $951.97 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +608.6%
|
EBS Emergent BioSolutions | $10.50 +8.9% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -81.7%
|
CVX Chevron | $145.35 +0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +90.3%
|
XOM Exxon Mobil | $113.85 -0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +193.3%
|
HST Host Hotels & Resorts | $16.92 +2.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +35.8%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -100.0%
|
MSFT Microsoft | $424.14 -0.2% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +172.1%
|
FHN First Horizon | $15.82 +0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +78.6%
|
T AT&T | $19.53 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -36.2%
|
FDRR Fidelity Dividend ETF for Rising Rates | $50.46 +0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +87.2%
|
BRK.B Berkshire Hathaway | $446.60 -0.4% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +142.8%
|
DIS Walt Disney | $90.69 +1.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -13.9%
|
TM Toyota Motor | $183.62 +1.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +45.3%
|
SNE Sony | $90.79 -0.7% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +50.1%
|
SLB Schlumberger | $44.20 +0.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +184.8%
|
RF Regions Financial | $21.79 -0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +121.2%
|
RTN Return Energy | C$0.04 +40.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -22.2%
|
KO Coca-Cola | $69.57 +0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +57.1%
|
RQI Cohen & Steers Quality Income Realty Fund | $12.93 +0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +43.0%
|
EBS Emergent BioSolutions | $10.50 +8.9% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | -74.9%
|
LLY Eli Lilly and Company | $951.97 +0.2% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +749.5%
|
IBM International Business Machines | $197.21 +0.6% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +46.1%
|
T AT&T | $19.53 +0.2% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | -44.6%
|
GE General Electric | $171.22 +0.7% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +163.3%
|
WY Weyerhaeuser | $30.42 +1.0% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +16.5%
|
MSFT Microsoft | $424.14 -0.2% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +206.8%
|
CHTR Charter Communications | $345.19 -0.6% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -11.8%
|
APVO Aptevo Therapeutics | $0.38 -2.6% | Sale $0 - $1,000 | 7/3/2019 | 6/24/2019 | -99.1%
|
AAL American Airlines Group | $10.40 +1.1% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -67.2%
|
ENB Enbridge | $39.00 -0.1% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +10.9%
|
HCP HashiCorp | $33.94 +0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +3.5%
|
IBM International Business Machines | $197.21 +0.6% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +41.1%
|
CCL Carnival Co. & | $15.49 +1.1% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -66.4%
|
DUK Duke Energy | $112.71 +0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +25.4%
|
BRK.B Berkshire Hathaway | $446.60 -0.4% | Sale $15,001 - $50,000 | 7/3/2019 | 6/24/2019 | +115.5%
|
RA Brookfield Real Assets Income Fund | $13.09 -0.1% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
CVS CVS Health | $58.31 -1.0% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
GE General Electric | $171.22 +0.7% | Sale $1,001 - $15,000 | 1/8/2019 | 12/27/2018 | |
FDRR Fidelity Dividend ETF for Rising Rates | $50.46 +0.3% | Purchase $15,001 - $50,000 | 9/11/2018 | 8/29/2018 | |
RA Brookfield Real Assets Income Fund | $13.09 -0.1% | Purchase $15,001 - $50,000 | 8/17/2018 | 8/9/2018 | |
WU Western Union | $11.73 +0.6% | Sale $1,001 - $15,000 | 1/10/2018 | 12/28/2017 | |
MTB M&T Bank | $162.91 +0.4% | Sale $1,001 - $15,000 | 1/21/2016 | 1/29/2016 | +84.6%
|
X United States Steel | $38.96 +2.7% | Sale $1,001 - $15,000 | 5/12/2016 | 12/29/2015 | |
X United States Steel | $38.96 +2.7% | Sale $1,001 - $15,000 | 1/21/2016 | 12/29/2015 | |
TM Toyota Motor | $183.62 +1.3% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |
TM Toyota Motor | $183.62 +1.3% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |