DTRUY Daimler Truck | $22.15 -1.5% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +27.7%
|
KD Kyndryl | $26.35 -3.4% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +39.3%
|
FDX FedEx | $266.94 +0.5% | Purchase $15,001 - $50,000 | 7/28/2023 | 6/29/2023 | +6.8%
|
FHN First Horizon | $15.79
| Purchase $15,001 - $50,000 | 6/26/2023 | 5/26/2023 | +45.1%
|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | $8.59 +0.5% | Sale $15,001 - $50,000 | 2/4/2023 | 1/31/2023 | -10.8%
|
OZKAP Bank OZK | $16.98 +0.4% | Purchase $15,001 - $50,000 | 8/23/2022 | 8/18/2022 | |
GOLD Barrick Gold | $16.93
| Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | +1781.1%
|
VRAI Virtus Real Asset Income ETF | $23.87 +0.0% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | -6.3%
|
OZKAP Bank OZK | $16.98 +0.4% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | |
DURA VanEck Durable High Dividend ETF | $32.17 +0.1% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | +3.4%
|
SCHD Schwab US Dividend Equity ETF | $79.53 +0.3% | Purchase $50,001 - $100,000 | 8/5/2022 | 7/29/2022 | +6.9%
|
FHN First Horizon | $15.79
| Purchase $15,001 - $50,000 | 8/2/2022 | 7/27/2022 | -29.8%
|
VRP Invesco Variable Rate Preferred ETF | $23.80 -0.1% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -4.0%
|
PFFV Global X Variable Rate Preferred ETF | $23.54 +0.2% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -9.2%
|
FPE First Trust Preferred Securities and Income ETF | $17.24 +0.1% | Purchase $15,001 - $50,000 | 2/15/2022 | 2/9/2022 | -12.0%
|
FPEI First Trust Institutional Preferred Securities and Income ETF | $18.24 +0.2% | Purchase $50,001 - $100,000 | 12/7/2021 | 11/18/2021 | -11.2%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -100.0%
|
SLB Schlumberger | $48.75 +0.5% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +180.8%
|
DIS Walt Disney | $105.83 +0.0% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -1.8%
|
BRK.B Berkshire Hathaway | $411.16 -0.2% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +135.4%
|
CVX Chevron | $164.56 -0.8% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +76.2%
|
KO Coca-Cola | $63.58 +0.5% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +39.6%
|
FHN First Horizon | $15.79
| Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +85.5%
|
KO Coca-Cola | $63.58 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +42.6%
|
CVX Chevron | $164.56 -0.8% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +77.6%
|
BRK.B Berkshire Hathaway | $411.16 -0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +137.0%
|
DIS Walt Disney | $105.83 +0.0% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +0.2%
|
SLB Schlumberger | $48.75 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +191.4%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -100.0%
|
FHN First Horizon | $15.79
| Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +89.0%
|
BA Boeing | $178.45 0.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +15.9%
|
CMCSA Comcast | $39.70 +1.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +4.3%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.47 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +16.1%
|
T AT&T | $17.25 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -44.8%
|
CVX Chevron | $164.56 -0.8% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +88.8%
|
AZO AutoZone | $2,937.92 -1.4% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +196.2%
|
KO Coca-Cola | $63.58 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +32.3%
|
XOM Exxon Mobil | $117.89 -0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +172.8%
|
FDX FedEx | $266.94 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +113.8%
|
DIS Walt Disney | $105.83 +0.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -0.8%
|
SNE Sony | $75.37 -2.7% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +17.0%
|
PEP PepsiCo | $180.90 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +31.5%
|
MAA Mid-America Apartment Communities | $136.07 +0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +19.9%
|
MAR Marriott International | $237.50 -1.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +181.9%
|
FHN First Horizon | $15.79
| Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +97.1%
|
IBM International Business Machines | $167.53 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +48.4%
|
LLY Eli Lilly and Company | $758.04 -0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +464.2%
|
EBS Emergent BioSolutions | $5.36 +23.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -90.7%
|
CVX Chevron | $164.56 -0.8% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +115.4%
|
XOM Exxon Mobil | $117.89 -0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +203.7%
|
HST Host Hotels & Resorts | $18.45 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +48.1%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -100.0%
|
MSFT Microsoft | $413.72 -0.2% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +165.4%
|
FHN First Horizon | $15.79
| Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +78.2%
|
T AT&T | $17.25 +0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -43.6%
|
FDRR Fidelity Dividend ETF for Rising Rates | $46.59 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +72.8%
|
BRK.B Berkshire Hathaway | $411.16 -0.2% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +123.6%
|
DIS Walt Disney | $105.83 +0.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +0.4%
|
TM Toyota Motor | $215.66 -1.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +70.7%
|
SNE Sony | $75.37 -2.7% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +24.6%
|
SLB Schlumberger | $48.75 +0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +214.1%
|
RF Regions Financial | $19.94 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +102.4%
|
RTN Return Energy | C$0.04 +40.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -22.2%
|
KO Coca-Cola | $63.58 +0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +43.6%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.47 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +26.9%
|
EBS Emergent BioSolutions | $5.36 +23.2% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | -87.2%
|
LLY Eli Lilly and Company | $758.04 -0.3% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +576.5%
|
IBM International Business Machines | $167.53 +0.2% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +24.1%
|
T AT&T | $17.25 +0.5% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | -51.1%
|
GE General Electric | $159.50 -2.4% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +145.2%
|
WY Weyerhaeuser | $31.21 +0.8% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +19.5%
|
MSFT Microsoft | $413.72 -0.2% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +199.3%
|
CHTR Charter Communications | $274.65 -0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -29.8%
|
APVO Aptevo Therapeutics | $0.81 -9.0% | Sale $0 - $1,000 | 7/3/2019 | 6/24/2019 | -98.0%
|
AAL American Airlines Group | $14.93 +3.7% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -52.9%
|
ENB Enbridge | $37.83 +0.1% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +7.6%
|
HCP HashiCorp | $32.91 +0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +0.3%
|
IBM International Business Machines | $167.53 +0.2% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +19.9%
|
CCL Carnival Co. & | $14.56 +0.9% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -68.4%
|
DUK Duke Energy | $102.89 +0.2% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +14.5%
|
BRK.B Berkshire Hathaway | $411.16 -0.2% | Sale $15,001 - $50,000 | 7/3/2019 | 6/24/2019 | +98.4%
|
RA Brookfield Real Assets Income Fund | $12.63 -0.2% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
CVS CVS Health | $56.49 +1.2% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
GE General Electric | $159.50 -2.4% | Sale $1,001 - $15,000 | 1/8/2019 | 12/27/2018 | |
FDRR Fidelity Dividend ETF for Rising Rates | $46.59 +0.2% | Purchase $15,001 - $50,000 | 9/11/2018 | 8/29/2018 | |
RA Brookfield Real Assets Income Fund | $12.63 -0.2% | Purchase $15,001 - $50,000 | 8/17/2018 | 8/9/2018 | |
WU Western Union | $13.37 +0.5% | Sale $1,001 - $15,000 | 1/10/2018 | 12/28/2017 | |
MTB M&T Bank | $153.79 +0.1% | Sale $1,001 - $15,000 | 1/21/2016 | 1/29/2016 | +74.3%
|
X United States Steel | $37.98 -0.1% | Sale $1,001 - $15,000 | 5/12/2016 | 12/29/2015 | |
X United States Steel | $37.98 -0.1% | Sale $1,001 - $15,000 | 1/21/2016 | 12/29/2015 | |
TM Toyota Motor | $215.66 -1.4% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |
TM Toyota Motor | $215.66 -1.4% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |