DTRUY Daimler Truck | $18.48 +0.4% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +6.5%
|
KD Kyndryl | $21.35 +3.2% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +12.9%
|
FDX FedEx | $241.80 -0.1% | Purchase $15,001 - $50,000 | 7/28/2023 | 6/29/2023 | -3.3%
|
FHN First Horizon | $13.79 +1.0% | Purchase $15,001 - $50,000 | 6/26/2023 | 5/26/2023 | +26.7%
|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | $8.57 -0.5% | Sale $15,001 - $50,000 | 2/4/2023 | 1/31/2023 | -11.1%
|
OZKAP Bank OZK | $15.73 -1.1% | Purchase $15,001 - $50,000 | 8/23/2022 | 8/18/2022 | |
GOLD Barrick Gold | $14.82 -0.7% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | +1546.7%
|
VRAI Virtus Real Asset Income ETF | $22.59 +0.2% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | -11.3%
|
OZKAP Bank OZK | $15.73 -1.1% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | |
DURA VanEck Durable High Dividend ETF | $30.50 -0.2% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | -1.9%
|
SCHD Schwab US Dividend Equity ETF | $77.07 +0.2% | Purchase $50,001 - $100,000 | 8/5/2022 | 7/29/2022 | +3.5%
|
FHN First Horizon | $13.79 +1.0% | Purchase $15,001 - $50,000 | 8/2/2022 | 7/27/2022 | -38.7%
|
VRP Invesco Variable Rate Preferred ETF | $23.35 -0.2% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -5.8%
|
PFFV Global X Variable Rate Preferred ETF | $23.35 +0.2% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -9.9%
|
FPE First Trust Preferred Securities and Income ETF | $17.02 -0.1% | Purchase $15,001 - $50,000 | 2/15/2022 | 2/9/2022 | -13.1%
|
FPEI First Trust Institutional Preferred Securities and Income ETF | $18.01 +0.2% | Purchase $50,001 - $100,000 | 12/7/2021 | 11/18/2021 | -12.3%
|
PEAK Healthpeak Properties | $17.99 +0.7% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -24.2%
|
SLB Schlumberger | $47.79 +0.7% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +175.3%
|
DIS Walt Disney | $110.54 +11.5% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +2.6%
|
BRK.B Berkshire Hathaway | $397.49 0.0% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +127.6%
|
CVX Chevron | $154.06 +1.3% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +65.0%
|
KO Coca-Cola | $59.83 -0.3% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +31.4%
|
FHN First Horizon | $13.79 +1.0% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +62.0%
|
KO Coca-Cola | $59.83 -0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +34.1%
|
CVX Chevron | $154.06 +1.3% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +66.3%
|
BRK.B Berkshire Hathaway | $397.49 0.0% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +129.1%
|
DIS Walt Disney | $110.54 +11.5% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +4.7%
|
SLB Schlumberger | $47.79 +0.7% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +185.7%
|
PEAK Healthpeak Properties | $17.99 +0.7% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -23.3%
|
FHN First Horizon | $13.79 +1.0% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +65.1%
|
BA Boeing | $209.28 -1.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +35.9%
|
CMCSA Comcast | $41.25 -3.8% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +8.3%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.80 +0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +19.4%
|
T AT&T | $16.82 -2.9% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -46.1%
|
CVX Chevron | $154.06 +1.3% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +76.7%
|
AZO AutoZone | $2,731.66 -3.9% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +175.4%
|
KO Coca-Cola | $59.83 -0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +24.5%
|
XOM Exxon Mobil | $103.97 +1.7% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +140.6%
|
FDX FedEx | $241.80 -0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +93.7%
|
DIS Walt Disney | $110.54 +11.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +3.7%
|
SNE Sony | $96.40 -0.9% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +49.6%
|
PEP PepsiCo | $173.85 +1.4% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +26.4%
|
MAA Mid-America Apartment Communities | $124.48 -0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +9.7%
|
MAR Marriott International | $249.58 +0.7% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +196.2%
|
FHN First Horizon | $13.79 +1.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +72.2%
|
IBM International Business Machines | $184.36 +1.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +63.3%
|
LLY Eli Lilly and Company | $735.56 +1.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +447.5%
|
EBS Emergent BioSolutions | $1.68 +12.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -97.1%
|
CVX Chevron | $154.06 +1.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +101.7%
|
XOM Exxon Mobil | $103.97 +1.7% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +167.8%
|
HST Host Hotels & Resorts | $19.55 +1.7% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +56.9%
|
PEAK Healthpeak Properties | $17.99 +0.7% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -26.0%
|
MSFT Microsoft | $414.11 +0.0% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +165.7%
|
FHN First Horizon | $13.79 +1.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +55.6%
|
T AT&T | $16.82 -2.9% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -45.0%
|
FDRR Fidelity Dividend ETF for Rising Rates | $44.38 -0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +64.6%
|
BRK.B Berkshire Hathaway | $397.49 0.0% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +116.1%
|
DIS Walt Disney | $110.54 +11.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +4.9%
|
TM Toyota Motor | $226.38 +1.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +79.2%
|
SNE Sony | $96.40 -0.9% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +59.3%
|
SLB Schlumberger | $47.79 +0.7% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +207.9%
|
RF Regions Financial | $17.89 +0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +81.6%
|
RTN Return Energy | C$0.04 +40.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -22.2%
|
KO Coca-Cola | $59.83 -0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +35.1%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.80 +0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +30.5%
|
EBS Emergent BioSolutions | $1.68 +12.0% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | -96.0%
|
LLY Eli Lilly and Company | $735.56 +1.4% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +556.4%
|
IBM International Business Machines | $184.36 +1.2% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +36.6%
|
T AT&T | $16.82 -2.9% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | -52.3%
|
GE General Electric | $139.07 +0.4% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +113.8%
|
WY Weyerhaeuser | $33.01 +0.5% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +26.4%
|
MSFT Microsoft | $414.11 +0.0% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +199.6%
|
CHTR Charter Communications | $282.60 -0.4% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -27.8%
|
APVO Aptevo Therapeutics | $0.15 -6.4% | Sale $0 - $1,000 | 7/3/2019 | 6/24/2019 | -84.4%
|
AAL American Airlines Group | $14.95 +0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -52.9%
|
ENB Enbridge | $34.33 -0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -2.4%
|
HCP HashiCorp | $24.26 +6.1% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -26.0%
|
IBM International Business Machines | $184.36 +1.2% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +31.9%
|
CCL Carnival Co. & | $15.68 -0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -66.0%
|
DUK Duke Energy | $92.65 -3.0% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +3.1%
|
BRK.B Berkshire Hathaway | $397.49 0.0% | Sale $15,001 - $50,000 | 7/3/2019 | 6/24/2019 | +91.8%
|
RA Brookfield Real Assets Income Fund | $12.94 -0.1% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
CVS CVS Health | $75.09 -1.3% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
GE General Electric | $139.07 +0.4% | Sale $1,001 - $15,000 | 1/8/2019 | 12/27/2018 | |
FDRR Fidelity Dividend ETF for Rising Rates | $44.38 -0.2% | Purchase $15,001 - $50,000 | 9/11/2018 | 8/29/2018 | |
RA Brookfield Real Assets Income Fund | $12.94 -0.1% | Purchase $15,001 - $50,000 | 8/17/2018 | 8/9/2018 | |
WU Western Union | $12.08 +2.0% | Sale $1,001 - $15,000 | 1/10/2018 | 12/28/2017 | |
MTB M&T Bank | $131.62 +0.9% | Sale $1,001 - $15,000 | 1/21/2016 | 1/29/2016 | +49.1%
|
X United States Steel | $46.37 +0.7% | Sale $1,001 - $15,000 | 5/12/2016 | 12/29/2015 | |
X United States Steel | $46.37 +0.7% | Sale $1,001 - $15,000 | 1/21/2016 | 12/29/2015 | |
TM Toyota Motor | $226.38 +1.5% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |
TM Toyota Motor | $226.38 +1.5% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |