SCHW Charles Schwab | $64.89 +0.9% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | -5.7%
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PYPL PayPal | $81.16 +1.1% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +32.2%
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PM Philip Morris International | $118.75 -0.1% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +26.6%
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PCH PotlatchDeltic | $43.60 0.0% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -8.5%
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FIS Fidelity National Information Services | $85.91 +1.9% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +57.8%
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PCH PotlatchDeltic | $43.60 0.0% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -8.5%
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MKL Markel Group | $1,558.40 +0.6% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +9.0%
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INTC Intel | $23.32 +4.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -46.6%
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MMM 3M | $134.69 -0.1% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +41.2%
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WBD Warner Bros. Discovery | $7.72
| Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -27.6%
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V Visa | $274.96 +0.4% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +8.4%
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MO Altria Group | $49.55 -0.7% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +20.3%
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SYF Synchrony Financial | $51.19 -0.7% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +23.3%
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TSLA Tesla | $244.50 +1.5% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | +7.3%
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BRK.B Berkshire Hathaway | $453.76 +0.1% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +98.2%
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SWN Southwestern Energy | $7.11
| Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +128.6%
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XOM Exxon Mobil | $122.07 -2.6% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +220.1%
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XOM Exxon Mobil | $122.07 -2.6% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +220.1%
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T AT&T | $21.87 +0.4% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -23.9%
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FVD First Trust Value Line Dividend Index Fund | $44.80 +0.2% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +29.6%
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VYM Vanguard High Dividend Yield ETF | $127.99 +0.1% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $41.55 -0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $127.99 +0.1% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +106.6%
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VYM Vanguard High Dividend Yield ETF | $127.99 +0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +111.4%
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FDL First Trust Morningstar Dividend Leaders Index | $41.55 -0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +99.3%
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CSCO Cisco Systems | $52.73 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $44.80 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $44.80 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $109.42 -2.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $164.38 +0.9% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $149.44 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +657.1%
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FDM First Trust Dow Jones Select Microcap Index Fund | $62.76 -0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $41.55 -0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +108.0%
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IBB iShares Biotechnology ETF | $143.00 +0.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $20.89 -2.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $51.19 -0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +87.5%
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VYM Vanguard High Dividend Yield ETF | $127.99 +0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +116.0%
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BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |