SCHW Charles Schwab | $64.57 -0.4% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | -6.1%
|
PYPL PayPal | $71.46 -0.6% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +16.4%
|
PM Philip Morris International | $120.01 +0.9% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +27.9%
|
PCH PotlatchDeltic | $41.29 +0.1% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -13.3%
|
FIS Fidelity National Information Services | $79.21 +0.9% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +45.5%
|
PCH PotlatchDeltic | $41.29 +0.1% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -13.3%
|
MKL Markel Group | $1,567.12 +1.3% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +9.6%
|
INTC Intel | $21.41 +2.0% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -51.0%
|
MMM 3M | $129.23 +1.2% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +35.5%
|
WBD Warner Bros. Discovery | $7.68 -1.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -28.0%
|
V Visa | $268.15 +0.0% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +5.7%
|
MO Altria Group | $51.81 +0.7% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +25.8%
|
SYF Synchrony Financial | $47.24 +0.3% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +13.8%
|
TSLA Tesla | $223.27 +1.0% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | -2.0%
|
BRK.B Berkshire Hathaway | $446.60 -0.4% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +95.1%
|
SWN Southwestern Energy | $6.21 -1.1% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +99.7%
|
XOM Exxon Mobil | $113.85 -0.6% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +198.6%
|
XOM Exxon Mobil | $113.85 -0.6% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +198.6%
|
T AT&T | $19.53 +0.2% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -32.1%
|
FVD First Trust Value Line Dividend Index Fund | $43.96 +0.6% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +27.2%
|
VYM Vanguard High Dividend Yield ETF | $124.49 +0.5% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $40.64 +0.4% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $124.49 +0.5% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +100.9%
|
VYM Vanguard High Dividend Yield ETF | $124.49 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +105.6%
|
FDL First Trust Morningstar Dividend Leaders Index | $40.64 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +94.9%
|
CSCO Cisco Systems | $50.45 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $43.96 +0.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $43.96 +0.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $104.00 +0.9% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $165.85 -0.8% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $134.78 +1.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +582.8%
|
FDM First Trust Dow Jones Select Microcap Index Fund | $62.38 +1.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $40.64 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +103.4%
|
IBB iShares Biotechnology ETF | $148.15 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $20.96 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $47.24 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +73.0%
|
VYM Vanguard High Dividend Yield ETF | $124.49 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +110.1%
|
BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |