DTRUY Daimler Truck | $22.47 +1.4% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +29.5%
|
KD Kyndryl | $27.75 +5.3% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +46.7%
|
FDX FedEx | $258.92 -3.0% | Purchase $15,001 - $50,000 | 7/28/2023 | 6/29/2023 | +3.6%
|
FHN First Horizon | $15.94 +0.9% | Purchase $15,001 - $50,000 | 6/26/2023 | 5/26/2023 | +46.5%
|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | $8.61 +0.2% | Sale $15,001 - $50,000 | 2/4/2023 | 1/31/2023 | -10.6%
|
OZKAP Bank OZK | $16.70 -1.6% | Purchase $15,001 - $50,000 | 8/23/2022 | 8/18/2022 | |
GOLD Barrick Gold | $17.14 +1.2% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | +1804.4%
|
VRAI Virtus Real Asset Income ETF | $24.03 +0.7% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | -5.7%
|
OZKAP Bank OZK | $16.70 -1.6% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | |
DURA VanEck Durable High Dividend ETF | $32.24 +0.2% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | +3.7%
|
SCHD Schwab US Dividend Equity ETF | $79.70 +0.2% | Purchase $50,001 - $100,000 | 8/5/2022 | 7/29/2022 | +7.1%
|
FHN First Horizon | $15.94 +0.9% | Purchase $15,001 - $50,000 | 8/2/2022 | 7/27/2022 | -29.1%
|
VRP Invesco Variable Rate Preferred ETF | $23.88 +0.2% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -3.6%
|
PFFV Global X Variable Rate Preferred ETF | $23.55 +0.0% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -9.2%
|
FPE First Trust Preferred Securities and Income ETF | $17.24
| Purchase $15,001 - $50,000 | 2/15/2022 | 2/9/2022 | -12.0%
|
FPEI First Trust Institutional Preferred Securities and Income ETF | $18.22 -0.1% | Purchase $50,001 - $100,000 | 12/7/2021 | 11/18/2021 | -11.3%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -100.0%
|
SLB Schlumberger | $48.61 -0.3% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +180.0%
|
DIS Walt Disney | $105.35 -0.5% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -2.2%
|
BRK.B Berkshire Hathaway | $410.15 -0.3% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +134.9%
|
CVX Chevron | $163.53 -0.6% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +75.1%
|
KO Coca-Cola | $63.09 -0.8% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +38.5%
|
FHN First Horizon | $15.94 +0.9% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +87.3%
|
KO Coca-Cola | $63.09 -0.8% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +41.4%
|
CVX Chevron | $163.53 -0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +76.5%
|
BRK.B Berkshire Hathaway | $410.15 -0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +136.4%
|
DIS Walt Disney | $105.35 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -0.2%
|
SLB Schlumberger | $48.61 -0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +190.6%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -100.0%
|
FHN First Horizon | $15.94 +0.9% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +90.9%
|
BA Boeing | $180.73 +1.3% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +17.4%
|
CMCSA Comcast | $39.70
| Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +4.3%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.46 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +16.0%
|
T AT&T | $17.29 +0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -44.7%
|
CVX Chevron | $163.53 -0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +87.6%
|
AZO AutoZone | $2,921.44 -0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +194.6%
|
KO Coca-Cola | $63.09 -0.8% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +31.3%
|
XOM Exxon Mobil | $117.67 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +172.3%
|
FDX FedEx | $258.92 -3.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +107.4%
|
DIS Walt Disney | $105.35 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -1.2%
|
SNE Sony | $81.23 +6.7% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +26.1%
|
PEP PepsiCo | $179.87 -0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +30.8%
|
MAA Mid-America Apartment Communities | $136.82 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +20.5%
|
MAR Marriott International | $235.87 -0.7% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +179.9%
|
FHN First Horizon | $15.94 +0.9% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +99.0%
|
IBM International Business Machines | $167.36 -0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +48.3%
|
LLY Eli Lilly and Company | $763.89 +0.8% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +468.6%
|
EBS Emergent BioSolutions | $5.08 -5.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -91.1%
|
CVX Chevron | $163.53 -0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +114.1%
|
XOM Exxon Mobil | $117.67 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +203.1%
|
HST Host Hotels & Resorts | $18.53 +0.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +48.7%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -100.0%
|
MSFT Microsoft | $416.56 +0.7% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +167.2%
|
FHN First Horizon | $15.94 +0.9% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +79.9%
|
T AT&T | $17.29 +0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -43.5%
|
FDRR Fidelity Dividend ETF for Rising Rates | $46.81 +0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +73.6%
|
BRK.B Berkshire Hathaway | $410.15 -0.3% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +123.0%
|
DIS Walt Disney | $105.35 -0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | 0.0%
|
TM Toyota Motor | $217.12 +0.7% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +71.9%
|
SNE Sony | $81.23 +6.7% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +34.3%
|
SLB Schlumberger | $48.61 -0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +213.2%
|
RF Regions Financial | $20.10 +0.9% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +104.1%
|
RTN Return Energy | C$0.04 +40.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -22.2%
|
KO Coca-Cola | $63.09 -0.8% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +42.4%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.46 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +26.8%
|
EBS Emergent BioSolutions | $5.08 -5.2% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | -87.8%
|
LLY Eli Lilly and Company | $763.89 +0.8% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +581.7%
|
IBM International Business Machines | $167.36 -0.1% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +24.0%
|
T AT&T | $17.29 +0.1% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | -51.0%
|
GE General Electric | $160.00 +0.3% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +146.0%
|
WY Weyerhaeuser | $31.19 -0.1% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +19.4%
|
MSFT Microsoft | $416.56 +0.7% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +201.4%
|
CHTR Charter Communications | $278.13 +1.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -28.9%
|
APVO Aptevo Therapeutics | $0.83 +2.5% | Sale $0 - $1,000 | 7/3/2019 | 6/24/2019 | -98.0%
|
AAL American Airlines Group | $15.19 +1.7% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -52.1%
|
ENB Enbridge | $36.99 -2.2% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +5.2%
|
HCP HashiCorp | $32.81 -0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | 0.0%
|
IBM International Business Machines | $167.36 -0.1% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +19.7%
|
CCL Carnival Co. & | $14.51 -0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -68.5%
|
DUK Duke Energy | $102.30 -0.6% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +13.8%
|
BRK.B Berkshire Hathaway | $410.15 -0.3% | Sale $15,001 - $50,000 | 7/3/2019 | 6/24/2019 | +97.9%
|
RA Brookfield Real Assets Income Fund | $12.61 -0.2% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
CVS CVS Health | $55.99 -0.9% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
GE General Electric | $160.00 +0.3% | Sale $1,001 - $15,000 | 1/8/2019 | 12/27/2018 | |
FDRR Fidelity Dividend ETF for Rising Rates | $46.81 +0.5% | Purchase $15,001 - $50,000 | 9/11/2018 | 8/29/2018 | |
RA Brookfield Real Assets Income Fund | $12.61 -0.2% | Purchase $15,001 - $50,000 | 8/17/2018 | 8/9/2018 | |
WU Western Union | $13.27 -0.7% | Sale $1,001 - $15,000 | 1/10/2018 | 12/28/2017 | |
MTB M&T Bank | $155.06 +0.8% | Sale $1,001 - $15,000 | 1/21/2016 | 1/29/2016 | +75.7%
|
X United States Steel | $38.04 +0.2% | Sale $1,001 - $15,000 | 5/12/2016 | 12/29/2015 | |
X United States Steel | $38.04 +0.2% | Sale $1,001 - $15,000 | 1/21/2016 | 12/29/2015 | |
TM Toyota Motor | $217.12 +0.7% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |
TM Toyota Motor | $217.12 +0.7% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |