SCHW Charles Schwab | $73.28 +1.9% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +6.5%
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PYPL PayPal | $62.99 +0.8% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +2.6%
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PM Philip Morris International | $101.38 +2.0% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +8.1%
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PCH PotlatchDeltic | $42.73 +0.6% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -10.3%
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FIS Fidelity National Information Services | $75.88 +2.4% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +39.4%
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PCH PotlatchDeltic | $42.73 +0.6% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -10.3%
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MKL Markel Group | $1,641.59 +1.3% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +14.8%
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INTC Intel | $30.85 +2.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -29.4%
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MMM 3M | $100.14 +2.0% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +5.0%
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WBD Warner Bros. Discovery | $8.24 +2.0% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -22.7%
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V Visa | $272.46 +0.4% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +7.4%
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MO Altria Group | $46.25 +1.8% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +12.3%
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SYF Synchrony Financial | $43.80 +1.9% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +5.5%
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TSLA Tesla | $178.08 -0.4% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | -21.9%
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BRK.B Berkshire Hathaway | $414.40 +1.4% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +81.0%
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SWN Southwestern Energy | $7.53 +1.9% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +142.1%
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XOM Exxon Mobil | $117.26 +2.9% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +207.5%
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XOM Exxon Mobil | $117.26 +2.9% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +207.5%
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T AT&T | $18.22 +3.4% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -36.6%
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FVD First Trust Value Line Dividend Index Fund | $41.78 +1.8% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +20.9%
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VYM Vanguard High Dividend Yield ETF | $120.00 +1.6% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $38.66 +2.1% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $120.00 +1.6% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +93.7%
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VYM Vanguard High Dividend Yield ETF | $120.00 +1.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +98.2%
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FDL First Trust Morningstar Dividend Leaders Index | $38.66 +2.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +85.4%
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CSCO Cisco Systems | $46.50 +0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $41.78 +1.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $41.78 +1.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $112.16 +1.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $172.50 +0.2% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $120.50 +1.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +510.5%
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FDM First Trust Dow Jones Select Microcap Index Fund | $62.53 +0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $38.66 +2.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +93.5%
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IBB iShares Biotechnology ETF | $133.88 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $22.69 +1.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $43.80 +1.9% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +60.4%
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VYM Vanguard High Dividend Yield ETF | $120.00 +1.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +102.5%
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BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |