SCHW Charles Schwab | $62.46 +0.5% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | -9.2%
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PYPL PayPal | $56.13 -11.2% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | -8.6%
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PM Philip Morris International | $89.01 -2.7% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | -5.1%
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PCH PotlatchDeltic | $44.67 +0.3% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -6.3%
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FIS Fidelity National Information Services | $61.44 -0.4% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +12.9%
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PCH PotlatchDeltic | $44.67 +0.3% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -6.3%
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MKL Markel Group | $1,407.50 -2.6% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | -1.6%
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INTC Intel | $42.50 -0.7% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -2.7%
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MMM 3M | $93.20 -0.7% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -2.3%
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WBD Warner Bros. Discovery | $9.83 +0.8% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -7.8%
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V Visa | $275.80 -1.1% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +8.7%
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MO Altria Group | $40.08 -0.4% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | -2.7%
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SYF Synchrony Financial | $38.88 +0.9% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | -6.3%
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TSLA Tesla | $189.56 +1.1% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | -16.8%
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BRK.B Berkshire Hathaway | $397.49 0.0% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +73.6%
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SWN Southwestern Energy | $6.48 +1.3% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +108.4%
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XOM Exxon Mobil | $103.97 +1.7% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +172.7%
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XOM Exxon Mobil | $103.97 +1.7% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +172.7%
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T AT&T | $16.82 -2.9% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -41.5%
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FVD First Trust Value Line Dividend Index Fund | $40.37 +0.2% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +16.8%
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VYM Vanguard High Dividend Yield ETF | $112.99 +0.1% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $36.03 -0.2% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $112.99 +0.1% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +82.4%
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VYM Vanguard High Dividend Yield ETF | $112.99 +0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +86.7%
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FDL First Trust Morningstar Dividend Leaders Index | $36.03 -0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +72.8%
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CSCO Cisco Systems | $49.95 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $40.37 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $40.37 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $102.38 -1.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $145.91 +0.3% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $127.84 +1.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +547.6%
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FDM First Trust Dow Jones Select Microcap Index Fund | $58.07 +0.9% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $36.03 -0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +80.4%
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IBB iShares Biotechnology ETF | $134.25 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $20.41 +1.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $38.88 +0.9% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +42.4%
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VYM Vanguard High Dividend Yield ETF | $112.99 +0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +90.7%
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BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |