SCHW Charles Schwab | $63.37 +1.4% | Sale $50,001 - $100,000 | 1/10/2024 | 12/29/2023 | -7.9%
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PYPL PayPal | $58.91 +5.0% | Sale $15,001 - $50,000 | 1/10/2024 | 12/29/2023 | -4.1%
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PM Philip Morris International | $89.12 +0.1% | Sale $100,001 - $250,000 | 12/13/2023 | 11/22/2023 | -5.0%
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PCH PotlatchDeltic | $44.76 +0.2% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -6.1%
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FIS Fidelity National Information Services | $61.76 +0.5% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | +13.5%
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PCH PotlatchDeltic | $44.76 +0.2% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -6.1%
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MKL Markel Group | $1,428.94 +1.5% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | -0.1%
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INTC Intel | $43.31 +1.9% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -0.8%
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MMM 3M | $92.90 -0.3% | Purchase $15,001 - $50,000 | 12/13/2023 | 11/22/2023 | -2.6%
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WBD Warner Bros. Discovery | $9.64 -1.9% | Purchase $1,001 - $15,000 | 12/13/2023 | 11/22/2023 | -9.6%
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V Visa | $276.43 +0.2% | Purchase $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | +9.0%
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MO Altria Group | $40.11 +0.0% | Sale $50,001 - $100,000 | 12/13/2023 | 11/22/2023 | -2.6%
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SYF Synchrony Financial | $38.73 -0.4% | Sale $15,001 - $50,000 | 4/27/2021 | 4/14/2021 | -6.7%
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TSLA Tesla | $193.57 +2.1% | Purchase $1,001 - $15,000 | 4/27/2021 | 4/8/2021 | -15.1%
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BRK.B Berkshire Hathaway | $398.36 +0.2% | Purchase $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +74.0%
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SWN Southwestern Energy | $6.43 -0.8% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +106.8%
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XOM Exxon Mobil | $101.77 -2.1% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | +166.9%
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XOM Exxon Mobil | $101.77 -2.1% | Sale $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +166.9%
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T AT&T | $16.84 +0.1% | Sale $1,001 - $15,000 | 12/30/2020 | 11/30/2020 | -41.4%
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FVD First Trust Value Line Dividend Index Fund | $40.42 +0.1% | Purchase $15,001 - $50,000 | 12/30/2020 | 11/30/2020 | +17.0%
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VYM Vanguard High Dividend Yield ETF | $112.88 -0.1% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $35.93 -0.3% | Purchase $15,001 - $50,000 | 9/6/2016 | 8/30/2016 | |
VYM Vanguard High Dividend Yield ETF | $112.88 -0.1% | Purchase $15,001 - $50,000 | 9/6/2016 | 7/29/2016 | +82.2%
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VYM Vanguard High Dividend Yield ETF | $112.88 -0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +86.5%
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FDL First Trust Morningstar Dividend Leaders Index | $35.93 -0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/30/2016 | +72.3%
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CSCO Cisco Systems | $50.13 +0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $40.42 +0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
FVD First Trust Value Line Dividend Index Fund | $40.42 +0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
EMR Emerson Electric | $103.20 +0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 6/13/2016 | |
GOOGL Alphabet | $149.00 +2.1% | Purchase $1,001 - $15,000 | 7/12/2016 | 6/2/2016 | |
BX Blackstone | $127.68 -0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +546.8%
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FDM First Trust Dow Jones Select Microcap Index Fund | $58.99 +1.6% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
FDL First Trust Morningstar Dividend Leaders Index | $35.93 -0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +79.9%
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IBB iShares Biotechnology ETF | $134.59 +0.3% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
IEZ iShares U.S. Oil Equipment & Services ETF | $20.25 -0.8% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | |
SYF Synchrony Financial | $38.73 -0.4% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +41.8%
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VYM Vanguard High Dividend Yield ETF | $112.88 -0.1% | Purchase $15,001 - $50,000 | 7/12/2016 | 5/31/2016 | +90.5%
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BCEI Bonanza Creek Energy | | Sale $1,001 - $15,000 | 2/3/2016 | 12/23/2015 | |