DTRUY Daimler Truck | $23.08 +2.1% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +33.0%
|
KD Kyndryl | $19.49 -3.2% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +3.1%
|
FDX FedEx | $265.84 +0.1% | Purchase $15,001 - $50,000 | 7/28/2023 | 6/29/2023 | +6.3%
|
FHN First Horizon | $14.81 +0.1% | Purchase $15,001 - $50,000 | 6/26/2023 | 5/26/2023 | +36.1%
|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | $8.41 +0.7% | Sale $15,001 - $50,000 | 2/4/2023 | 1/31/2023 | -12.7%
|
OZKAP Bank OZK | $16.95 +1.1% | Purchase $15,001 - $50,000 | 8/23/2022 | 8/18/2022 | |
GOLD Barrick Gold | $17.09 +0.1% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | +1798.9%
|
VRAI Virtus Real Asset Income ETF | $23.49 +0.0% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | -7.8%
|
OZKAP Bank OZK | $16.95 +1.1% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | |
DURA VanEck Durable High Dividend ETF | $31.56 -0.6% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | +1.5%
|
SCHD Schwab US Dividend Equity ETF | $77.48 -0.1% | Purchase $50,001 - $100,000 | 8/5/2022 | 7/29/2022 | +4.1%
|
FHN First Horizon | $14.81 +0.1% | Purchase $15,001 - $50,000 | 8/2/2022 | 7/27/2022 | -34.1%
|
VRP Invesco Variable Rate Preferred ETF | $23.52 +0.2% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -5.1%
|
PFFV Global X Variable Rate Preferred ETF | $23.20 0.0% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -10.5%
|
FPE First Trust Preferred Securities and Income ETF | $17.03
| Purchase $15,001 - $50,000 | 2/15/2022 | 2/9/2022 | -13.0%
|
FPEI First Trust Institutional Preferred Securities and Income ETF | $17.95 +0.1% | Purchase $50,001 - $100,000 | 12/7/2021 | 11/18/2021 | -12.6%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -100.0%
|
SLB Schlumberger | $49.20 -0.5% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +183.4%
|
DIS Walt Disney | $112.73 0.0% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +4.6%
|
BRK.B Berkshire Hathaway | $402.10 -0.7% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +130.2%
|
CVX Chevron | $165.89 +0.4% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +77.7%
|
KO Coca-Cola | $61.74
| Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +35.6%
|
FHN First Horizon | $14.81 +0.1% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +74.0%
|
KO Coca-Cola | $61.74
| Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +38.4%
|
CVX Chevron | $165.89 +0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +79.1%
|
BRK.B Berkshire Hathaway | $402.10 -0.7% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +131.8%
|
DIS Walt Disney | $112.73 0.0% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +6.8%
|
SLB Schlumberger | $49.20 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +194.1%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -100.0%
|
FHN First Horizon | $14.81 +0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +77.4%
|
BA Boeing | $167.22 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +8.6%
|
CMCSA Comcast | $38.57 +1.8% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +1.3%
|
RQI Cohen & Steers Quality Income Realty Fund | $10.99 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +11.2%
|
T AT&T | $16.75 +1.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -46.4%
|
CVX Chevron | $165.89 +0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +90.3%
|
AZO AutoZone | $2,945.98 +0.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +197.0%
|
KO Coca-Cola | $61.74
| Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +28.5%
|
XOM Exxon Mobil | $117.96 -2.8% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +172.9%
|
FDX FedEx | $265.84 +0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +112.9%
|
DIS Walt Disney | $112.73 0.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +5.7%
|
SNE Sony | $82.33 -0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +27.8%
|
PEP PepsiCo | $175.58 -0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +27.6%
|
MAA Mid-America Apartment Communities | $129.23 +1.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +13.9%
|
MAR Marriott International | $240.84 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +185.8%
|
FHN First Horizon | $14.81 +0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +84.9%
|
IBM International Business Machines | $167.13 -1.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +48.0%
|
LLY Eli Lilly and Company | $733.51 +1.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +446.0%
|
EBS Emergent BioSolutions | $1.92 -1.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -96.7%
|
CVX Chevron | $165.89 +0.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +117.2%
|
XOM Exxon Mobil | $117.96 -2.8% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +203.9%
|
HST Host Hotels & Resorts | $18.86 -0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +51.4%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -100.0%
|
MSFT Microsoft | $406.32 +1.8% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +160.7%
|
FHN First Horizon | $14.81 +0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +67.2%
|
T AT&T | $16.75 +1.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -45.3%
|
FDRR Fidelity Dividend ETF for Rising Rates | $45.38 +0.8% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +68.3%
|
BRK.B Berkshire Hathaway | $402.10 -0.7% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +118.7%
|
DIS Walt Disney | $112.73 0.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +7.0%
|
TM Toyota Motor | $226.71 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +79.4%
|
SNE Sony | $82.33 -0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +36.1%
|
SLB Schlumberger | $49.20 -0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +217.0%
|
RF Regions Financial | $19.62 +0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +99.2%
|
RTN Return Energy | C$0.04 +40.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -22.2%
|
KO Coca-Cola | $61.74
| Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +39.4%
|
RQI Cohen & Steers Quality Income Realty Fund | $10.99 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +21.6%
|
EBS Emergent BioSolutions | $1.92 -1.5% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | -95.4%
|
LLY Eli Lilly and Company | $733.51 +1.2% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +554.6%
|
IBM International Business Machines | $167.13 -1.1% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +23.8%
|
T AT&T | $16.75 +1.0% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | -52.5%
|
GE General Electric | $162.35 +0.7% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +149.6%
|
WY Weyerhaeuser | $31.05 -1.3% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +18.9%
|
MSFT Microsoft | $406.32 +1.8% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +193.9%
|
CHTR Charter Communications | $254.61 -1.7% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -34.9%
|
APVO Aptevo Therapeutics | $0.71 +4.4% | Sale $0 - $1,000 | 7/3/2019 | 6/24/2019 | -98.3%
|
AAL American Airlines Group | $13.88 -1.8% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -56.2%
|
ENB Enbridge | $35.82 -1.2% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +1.8%
|
HCP HashiCorp | $32.59 -0.7% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -0.6%
|
IBM International Business Machines | $167.13 -1.1% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +19.6%
|
CCL Carnival Co. & | $15.08 -0.7% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -67.3%
|
DUK Duke Energy | $97.71 -1.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +8.7%
|
BRK.B Berkshire Hathaway | $402.10 -0.7% | Sale $15,001 - $50,000 | 7/3/2019 | 6/24/2019 | +94.0%
|
RA Brookfield Real Assets Income Fund | $12.51 +0.2% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
CVS CVS Health | $67.18 -0.2% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
GE General Electric | $162.35 +0.7% | Sale $1,001 - $15,000 | 1/8/2019 | 12/27/2018 | |
FDRR Fidelity Dividend ETF for Rising Rates | $45.38 +0.8% | Purchase $15,001 - $50,000 | 9/11/2018 | 8/29/2018 | |
RA Brookfield Real Assets Income Fund | $12.51 +0.2% | Purchase $15,001 - $50,000 | 8/17/2018 | 8/9/2018 | |
WU Western Union | $13.47 +1.4% | Sale $1,001 - $15,000 | 1/10/2018 | 12/28/2017 | |
MTB M&T Bank | $146.38 -0.4% | Sale $1,001 - $15,000 | 1/21/2016 | 1/29/2016 | +65.9%
|
X United States Steel | $37.42 +0.7% | Sale $1,001 - $15,000 | 5/12/2016 | 12/29/2015 | |
X United States Steel | $37.42 +0.7% | Sale $1,001 - $15,000 | 1/21/2016 | 12/29/2015 | |
TM Toyota Motor | $226.71 +0.6% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |
TM Toyota Motor | $226.71 +0.6% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |