SCHW Charles Schwab | $82.76 +0.2% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | +20.3%
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PYPL PayPal | $86.77 +0.2% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | +41.3%
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PM Philip Morris International | $133.06 +0.9% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | +41.8%
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PCH PotlatchDeltic | $44.84 0.0% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -5.9%
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FIS Fidelity National Information Services | $85.30 -0.3% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +56.7%
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PCH PotlatchDeltic | $44.84 0.0% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -5.9%
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MKL Markel Group | $1,782.92 -0.1% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +24.7%
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INTC Intel | $24.05 +1.7% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -44.9%
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MMM 3M | $133.53 +0.8% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +40.0%
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WBD Warner Bros. Discovery | $10.48 +1.0% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -1.7%
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V Visa | $315.08 +0.1% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +24.2%
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MO Altria Group | $57.74 +0.2% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +40.2%
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SYF Synchrony Financial | $67.52 +0.4% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | +62.7%
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TSLA Tesla | $345.16 +3.7% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | +51.4%
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BRK.B Berkshire Hathaway | $483.02 0.0% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +111.0%
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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 | $117.96 +0.3% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +209.4%
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XOM Exxon Mobil | $117.96 +0.3% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +209.4%
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T AT&T | $23.16 -0.5% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -19.4%
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FVD First Trust Value Line Dividend Index Fund | $46.70 +0.3% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +35.1%
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VYM Vanguard High Dividend Yield ETF | $134.74 +0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $43.95 +0.2% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $134.74 +0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +117.5%
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VYM Vanguard High Dividend Yield ETF | $134.74 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +122.6%
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FDL First Trust Morningstar Dividend Leaders Index | $43.95 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +110.8%
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CSCO Cisco Systems | $59.21 -0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $46.70 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $46.70 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $132.60 +0.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $168.95 -0.2% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $191.09 +1.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +868.1%
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FDM First Trust Dow Jones Select Microcap Index Fund | $72.92 +0.5% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $43.95 +0.2% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +120.0%
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IBB iShares Biotechnology ETF | $141.55 0.0% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $21.78 +0.7% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $67.52 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +147.3%
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VYM Vanguard High Dividend Yield ETF | $134.74 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +127.4%
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BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |