SCHW Charles Schwab | $76.40 +1.1% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +11.0%
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PYPL PayPal | $63.81 -3.2% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +3.9%
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PM Philip Morris International | $98.27 +0.8% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +4.7%
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PCH PotlatchDeltic | $42.47 +0.3% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -10.9%
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FIS Fidelity National Information Services | $74.05 -0.3% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +36.0%
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PCH PotlatchDeltic | $42.47 +0.3% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -10.9%
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MKL Markel Group | $1,618.00 +0.2% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +13.2%
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INTC Intel | $30.00 -2.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -31.3%
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MMM 3M | $96.35 +0.8% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +1.0%
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WBD Warner Bros. Discovery | $7.80 +0.4% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -26.8%
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V Visa | $277.19 +0.3% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +9.3%
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MO Altria Group | $44.29 +1.0% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +7.5%
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SYF Synchrony Financial | $45.61 +0.8% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +9.9%
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TSLA Tesla | $174.72 -1.7% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | -23.3%
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BRK.B Berkshire Hathaway | $406.37 +0.1% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +77.5%
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SWN Southwestern Energy | $7.26 -1.6% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +133.4%
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XOM Exxon Mobil | $116.15 0.0% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +204.6%
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XOM Exxon Mobil | $116.15 0.0% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +204.6%
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T AT&T | $17.11 +0.2% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -40.5%
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FVD First Trust Value Line Dividend Index Fund | $41.63 +0.3% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +20.5%
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VYM Vanguard High Dividend Yield ETF | $118.59 +0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $38.11 +0.5% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $118.59 +0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +91.4%
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VYM Vanguard High Dividend Yield ETF | $118.59 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +95.9%
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FDL First Trust Morningstar Dividend Leaders Index | $38.11 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +82.8%
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CSCO Cisco Systems | $48.00 +1.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $41.63 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $41.63 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $112.65 +4.9% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $169.38 -1.1% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $119.79 -1.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +506.9%
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FDM First Trust Dow Jones Select Microcap Index Fund | $62.14 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $38.11 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +90.8%
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IBB iShares Biotechnology ETF | $132.59 -0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $22.67 -0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $45.61 +0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +67.0%
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VYM Vanguard High Dividend Yield ETF | $118.59 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +100.2%
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BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |