SCHW Charles Schwab | $74.70 -1.9% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +8.6%
|
PYPL PayPal | $63.95 +1.6% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +4.1%
|
PM Philip Morris International | $99.29 -0.4% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +5.8%
|
PCH PotlatchDeltic | $44.03 +2.0% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -7.6%
|
FIS Fidelity National Information Services | $75.75 +1.5% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +39.2%
|
PCH PotlatchDeltic | $44.03 +2.0% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -7.6%
|
MKL Markel Group | $1,633.43 -1.1% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +14.2%
|
INTC Intel | $30.51 +2.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -30.1%
|
MMM 3M | $99.64 +0.7% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +4.5%
|
WBD Warner Bros. Discovery | $8.38 +2.8% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -21.4%
|
V Visa | $279.32 -0.5% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +10.1%
|
MO Altria Group | $45.05 +0.3% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +9.4%
|
SYF Synchrony Financial | $44.91 -1.8% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +8.2%
|
TSLA Tesla | $171.89 +2.0% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | -24.6%
|
BRK.B Berkshire Hathaway | $411.16 -0.2% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +79.6%
|
SWN Southwestern Energy | $7.27 +1.4% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +133.8%
|
XOM Exxon Mobil | $117.89 -0.1% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +209.2%
|
XOM Exxon Mobil | $117.89 -0.1% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +209.2%
|
T AT&T | $17.25 +0.5% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -40.0%
|
FVD First Trust Value Line Dividend Index Fund | $42.11 +0.1% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +21.8%
|
VYM Vanguard High Dividend Yield ETF | $119.86 0.0% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $38.52 +0.2% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $119.86 0.0% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +93.5%
|
VYM Vanguard High Dividend Yield ETF | $119.86 0.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +98.0%
|
FDL First Trust Morningstar Dividend Leaders Index | $38.52 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +84.7%
|
CSCO Cisco Systems | $48.68 +1.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $42.11 +0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $42.11 +0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $114.82 -0.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $169.14 +0.3% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $122.13 -1.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +518.7%
|
FDM First Trust Dow Jones Select MicroCap Index Fund | $61.88 -0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $38.52 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +92.8%
|
IBB iShares Biotechnology ETF | $134.41 +0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $22.85 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $44.91 -1.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +64.5%
|
VYM Vanguard High Dividend Yield ETF | $119.86 0.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +102.3%
|
BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |