SCHW Charles Schwab | $78.70 +2.1% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +14.4%
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PYPL PayPal | $63.90 -1.1% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +4.1%
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PM Philip Morris International | $100.57 +0.7% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +7.2%
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PCH PotlatchDeltic | $44.41 +0.4% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -6.8%
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FIS Fidelity National Information Services | $77.48 +1.4% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +42.3%
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PCH PotlatchDeltic | $44.41 +0.4% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -6.8%
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MKL Markel Group | $1,639.70 -0.3% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +14.7%
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INTC Intel | $31.27 +0.7% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -28.4%
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MMM 3M | $101.25 +1.2% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +6.2%
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WBD Warner Bros. Discovery | $8.20 -4.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -23.1%
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V Visa | $281.53 +1.4% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +11.0%
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MO Altria Group | $45.85 +0.8% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +11.3%
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SYF Synchrony Financial | $44.14 -2.3% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +6.4%
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TSLA Tesla | $173.99 -2.0% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | -23.7%
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BRK.B Berkshire Hathaway | $412.77 +0.6% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +80.3%
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SWN Southwestern Energy | $7.60 +1.3% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +144.2%
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XOM Exxon Mobil | $118.62 +0.8% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +211.1%
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XOM Exxon Mobil | $118.62 +0.8% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +211.1%
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T AT&T | $17.34 +0.2% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -39.7%
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FVD First Trust Value Line Dividend Index Fund | $42.36 +0.5% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +22.6%
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VYM Vanguard High Dividend Yield ETF | $121.26 +0.8% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $38.89 +0.6% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $121.26 +0.8% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +95.7%
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VYM Vanguard High Dividend Yield ETF | $121.26 +0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +100.3%
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FDL First Trust Morningstar Dividend Leaders Index | $38.89 +0.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +86.5%
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CSCO Cisco Systems | $49.67 +1.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $42.36 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $42.36 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $114.84 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $172.51 +1.3% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $131.31 +4.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +565.2%
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FDM First Trust Dow Jones Select Microcap Index Fund | $62.95 +0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $38.89 +0.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +94.7%
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IBB iShares Biotechnology ETF | $137.34 +1.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $23.02 -0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $44.14 -2.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +61.7%
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VYM Vanguard High Dividend Yield ETF | $121.26 +0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +104.7%
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BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |