SCHW Charles Schwab | $74.99 +0.1% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +9.0%
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PYPL PayPal | $65.96 +2.9% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +7.4%
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PM Philip Morris International | $95.02 -1.1% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +1.3%
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PCH PotlatchDeltic | $41.05 +0.0% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -13.9%
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FIS Fidelity National Information Services | $69.60 -1.2% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +27.9%
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PCH PotlatchDeltic | $41.05 +0.0% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -13.9%
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MKL Markel Group | $1,436.52 -1.0% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +0.5%
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INTC Intel | $31.88 -9.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -27.0%
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MMM 3M | $91.83 +0.5% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -3.7%
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WBD Warner Bros. Discovery | $8.11 -2.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -23.9%
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V Visa | $274.52 -0.2% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +8.2%
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MO Altria Group | $43.38 -0.4% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +5.3%
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SYF Synchrony Financial | $44.67 +0.0% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +7.6%
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TSLA Tesla | $168.29 -1.1% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | -26.2%
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BRK.B Berkshire Hathaway | $402.10 -0.7% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +75.7%
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SWN Southwestern Energy | $7.71 +0.8% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +147.9%
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XOM Exxon Mobil | $117.96 -2.8% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +209.4%
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XOM Exxon Mobil | $117.96 -2.8% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +209.4%
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T AT&T | $16.75 +1.0% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -41.7%
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FVD First Trust Value Line Dividend Index Fund | $40.78 -0.3% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +18.0%
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VYM Vanguard High Dividend Yield ETF | $117.37 -0.2% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $37.38 -0.5% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $117.37 -0.2% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +89.4%
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VYM Vanguard High Dividend Yield ETF | $117.37 -0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +93.9%
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FDL First Trust Morningstar Dividend Leaders Index | $37.38 -0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +79.3%
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CSCO Cisco Systems | $47.86 -0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $40.78 -0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $40.78 -0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $109.89 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $171.95 +10.2% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $122.49 0.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +520.5%
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FDM First Trust Dow Jones Select Microcap Index Fund | $60.40 +0.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $37.38 -0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +87.1%
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IBB iShares Biotechnology ETF | $126.49 +0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $23.06 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $44.67 +0.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +63.6%
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VYM Vanguard High Dividend Yield ETF | $117.37 -0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +98.1%
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BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |