SCHW Charles Schwab | $76.53 +1.4% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +11.2%
|
PYPL PayPal | $91.81 +3.3% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +49.5%
|
PM Philip Morris International | $121.88 +1.7% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +29.9%
|
PCH PotlatchDeltic | $42.32 +1.2% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -11.2%
|
FIS Fidelity National Information Services | $78.70 0.0% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +44.6%
|
PCH PotlatchDeltic | $42.32 +1.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -11.2%
|
MKL Markel Group | $1,776.14 +0.4% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +24.2%
|
INTC Intel | $21.49 +9.3% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -50.8%
|
MMM 3M | $141.02 +1.3% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +47.9%
|
WBD Warner Bros. Discovery | $9.52 +0.5% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -10.7%
|
V Visa | $319.97 +0.9% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +26.1%
|
MO Altria Group | $51.92 +1.5% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +26.0%
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SYF Synchrony Financial | $68.73 +1.4% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +65.6%
|
TSLA Tesla | $426.50 +3.1% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | +87.1%
|
BRK.B Berkshire Hathaway | $468.57 +1.2% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +104.7%
|
SWN Southwestern Energy | $7.11
| Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +128.6%
|
XOM Exxon Mobil | $112.37 +0.9% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +194.7%
|
XOM Exxon Mobil | $112.37 +0.9% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +194.7%
|
T AT&T | $22.30 +1.2% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -22.5%
|
FVD First Trust Value Line Dividend Index Fund | $44.08 +0.2% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +27.5%
|
VYM Vanguard High Dividend Yield ETF | $131.69 +0.7% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $41.12 +0.6% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $131.69 +0.7% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +112.5%
|
VYM Vanguard High Dividend Yield ETF | $131.69 +0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +117.5%
|
FDL First Trust Morningstar Dividend Leaders Index | $41.12 +0.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +97.2%
|
CSCO Cisco Systems | $60.23 +0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $44.08 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $44.08 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $124.65 +1.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $196.00 +1.6% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $180.00 +1.9% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +811.9%
|
FDM First Trust Dow Jones Select Microcap Index Fund | $69.47 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $41.12 +0.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +105.8%
|
IBB iShares Biotechnology ETF | $132.65 -0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $22.12 +2.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $68.73 +1.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +151.7%
|
VYM Vanguard High Dividend Yield ETF | $131.69 +0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +122.3%
|
BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |