SCHW Charles Schwab | $73.23 +0.0% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +6.4%
|
PYPL PayPal | $59.09 -1.1% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | -3.8%
|
PM Philip Morris International | $102.58 +0.5% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +9.3%
|
PCH PotlatchDeltic | $37.95 +0.9% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -20.4%
|
FIS Fidelity National Information Services | $74.84 -0.8% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +37.5%
|
PCH PotlatchDeltic | $37.95 +0.9% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -20.4%
|
MKL Markel Group | $1,551.98 +1.1% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +8.6%
|
INTC Intel | $33.99 +6.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -22.2%
|
MMM 3M | $101.10 -0.2% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +6.0%
|
WBD Warner Bros. Discovery | $7.11 -1.4% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -33.3%
|
V Visa | $266.21 -1.5% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +4.9%
|
MO Altria Group | $46.01 -0.2% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +11.7%
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SYF Synchrony Financial | $47.67 +1.6% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +14.9%
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TSLA Tesla | $252.94 +0.6% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | +11.0%
|
BRK.B Berkshire Hathaway | $409.32 -0.4% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +78.8%
|
SWN Southwestern Energy | $6.78 +0.4% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +117.8%
|
XOM Exxon Mobil | $112.21 -1.0% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +194.3%
|
XOM Exxon Mobil | $112.21 -1.0% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +194.3%
|
T AT&T | $18.81 +0.2% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -34.6%
|
FVD First Trust Value Line Dividend Index Fund | $40.54 0.0% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +17.3%
|
VYM Vanguard High Dividend Yield ETF | $118.81 +0.2% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $37.74 +0.2% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $118.81 +0.2% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +91.8%
|
VYM Vanguard High Dividend Yield ETF | $118.81 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +96.3%
|
FDL First Trust Morningstar Dividend Leaders Index | $37.74 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +81.0%
|
CSCO Cisco Systems | $46.06 -1.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $40.54 0.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $40.54 0.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $109.98 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $189.03 -0.8% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $120.80 -1.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +512.0%
|
FDM First Trust Dow Jones Select Microcap Index Fund | $58.85 +0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $37.74 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +88.9%
|
IBB iShares Biotechnology ETF | $137.73 +1.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $21.81
| Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $47.67 +1.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +74.6%
|
VYM Vanguard High Dividend Yield ETF | $118.81 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +100.5%
|
BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |