SCHW Charles Schwab | $73.93 -1.1% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +7.5%
|
PYPL PayPal | $85.43 -1.6% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +39.1%
|
PM Philip Morris International | $120.01 -1.2% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +27.9%
|
PCH PotlatchDeltic | $38.71 -0.4% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -18.8%
|
FIS Fidelity National Information Services | $80.59 -1.2% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +48.1%
|
PCH PotlatchDeltic | $38.71 -0.4% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -18.8%
|
MKL Markel Group | $1,725.21 -0.9% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +20.7%
|
INTC Intel | $19.82 -2.4% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -54.6%
|
MMM 3M | $129.13 -0.8% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +35.4%
|
WBD Warner Bros. Discovery | $10.51 -0.9% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -1.4%
|
V Visa | $315.31 -1.1% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +24.3%
|
MO Altria Group | $52.08 -0.6% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +26.4%
|
SYF Synchrony Financial | $65.05 -1.3% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +56.7%
|
TSLA Tesla | $417.41 -3.3% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | +83.1%
|
BRK.B Berkshire Hathaway | $452.16 -1.0% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +97.5%
|
SWN Southwestern Energy | $7.11
| Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +128.6%
|
XOM Exxon Mobil | $105.76 -0.7% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +177.4%
|
XOM Exxon Mobil | $105.76 -0.7% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +177.4%
|
T AT&T | $22.61 -1.1% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -21.4%
|
FVD First Trust Value Line Dividend Index Fund | $43.48 -0.9% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +25.8%
|
VYM Vanguard High Dividend Yield ETF | $127.32 -1.0% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $40.03 -0.8% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $127.32 -1.0% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +105.5%
|
VYM Vanguard High Dividend Yield ETF | $127.32 -1.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +110.3%
|
FDL First Trust Morningstar Dividend Leaders Index | $40.03 -0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +92.0%
|
CSCO Cisco Systems | $59.19 -0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $43.48 -0.9% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $43.48 -0.9% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $124.26 -1.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $191.24 -0.8% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $172.05 -1.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +771.6%
|
FDM First Trust Dow Jones Select Microcap Index Fund | $67.97 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $40.03 -0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +100.4%
|
IBB iShares Biotechnology ETF | $131.67 -1.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $19.56 +1.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $65.05 -1.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +138.2%
|
VYM Vanguard High Dividend Yield ETF | $127.32 -1.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +114.9%
|
BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |