DTRUY Daimler Truck | $18.62 +0.8% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +7.3%
|
KD Kyndryl | $21.96 +2.9% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +16.1%
|
FDX FedEx | $242.62 +0.4% | Purchase $15,001 - $50,000 | 7/28/2023 | 6/29/2023 | -2.9%
|
FHN First Horizon | $13.74 -0.4% | Purchase $15,001 - $50,000 | 6/26/2023 | 5/26/2023 | +26.3%
|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | $8.54 -0.1% | Sale $15,001 - $50,000 | 2/4/2023 | 1/31/2023 | -11.3%
|
OZKAP Bank OZK | $15.98 +1.6% | Purchase $15,001 - $50,000 | 8/23/2022 | 8/18/2022 | |
GOLD Barrick Gold | $14.67 -1.0% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | +1530.0%
|
VRAI Virtus Real Asset Income ETF | $22.58 0.0% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | -11.4%
|
OZKAP Bank OZK | $15.98 +1.6% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | |
DURA VanEck Durable High Dividend ETF | $30.40 -0.3% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | -2.3%
|
SCHD Schwab US Dividend Equity ETF | $76.79 -0.4% | Purchase $50,001 - $100,000 | 8/5/2022 | 7/29/2022 | +3.2%
|
FHN First Horizon | $13.74 -0.4% | Purchase $15,001 - $50,000 | 8/2/2022 | 7/27/2022 | -38.9%
|
VRP Invesco Variable Rate Preferred ETF | $23.45 +0.4% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -5.4%
|
PFFV Global X Variable Rate Preferred ETF | $23.55 +0.9% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -9.2%
|
FPE First Trust Preferred Securities and Income ETF | $17.10 +0.5% | Purchase $15,001 - $50,000 | 2/15/2022 | 2/9/2022 | -12.7%
|
FPEI First Trust Institutional Preferred Securities and Income ETF | $17.97 -0.2% | Purchase $50,001 - $100,000 | 12/7/2021 | 11/18/2021 | -12.5%
|
PEAK Healthpeak Properties | $17.34 -3.6% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -27.0%
|
SLB Schlumberger | $47.08 -1.5% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +171.2%
|
DIS Walt Disney | $108.39 -1.9% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +0.6%
|
BRK.B Berkshire Hathaway | $398.36 +0.2% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +128.1%
|
CVX Chevron | $151.04 -2.0% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +61.8%
|
KO Coca-Cola | $59.56 -0.5% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +30.8%
|
FHN First Horizon | $13.74 -0.4% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +61.5%
|
KO Coca-Cola | $59.56 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +33.5%
|
CVX Chevron | $151.04 -2.0% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +63.0%
|
BRK.B Berkshire Hathaway | $398.36 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +129.6%
|
DIS Walt Disney | $108.39 -1.9% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +2.7%
|
SLB Schlumberger | $47.08 -1.5% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +181.4%
|
PEAK Healthpeak Properties | $17.34 -3.6% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -26.1%
|
FHN First Horizon | $13.74 -0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +64.6%
|
BA Boeing | $209.20 0.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +35.8%
|
CMCSA Comcast | $42.07 +2.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +10.5%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.75 -0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +18.9%
|
T AT&T | $16.84 +0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -46.1%
|
CVX Chevron | $151.04 -2.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +73.3%
|
AZO AutoZone | $2,680.00 -1.9% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +170.2%
|
KO Coca-Cola | $59.56 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +23.9%
|
XOM Exxon Mobil | $101.77 -2.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +135.5%
|
FDX FedEx | $242.62 +0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +94.3%
|
DIS Walt Disney | $108.39 -1.9% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +1.7%
|
SNE Sony | $96.00 -0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +49.0%
|
PEP PepsiCo | $167.67 -3.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +21.9%
|
MAA Mid-America Apartment Communities | $124.52 +0.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +9.7%
|
MAR Marriott International | $247.02 -1.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +193.2%
|
FHN First Horizon | $13.74 -0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +71.5%
|
IBM International Business Machines | $186.34 +1.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +65.1%
|
LLY Eli Lilly and Company | $740.16 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +450.9%
|
EBS Emergent BioSolutions | $1.58 -6.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -97.2%
|
CVX Chevron | $151.04 -2.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +97.7%
|
XOM Exxon Mobil | $101.77 -2.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +162.2%
|
HST Host Hotels & Resorts | $19.58 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +57.1%
|
PEAK Healthpeak Properties | $17.34 -3.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -28.7%
|
MSFT Microsoft | $420.55 +1.6% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +169.8%
|
FHN First Horizon | $13.74 -0.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +55.1%
|
T AT&T | $16.84 +0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -45.0%
|
FDRR Fidelity Dividend ETF for Rising Rates | $44.44 +0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +64.8%
|
BRK.B Berkshire Hathaway | $398.36 +0.2% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +116.6%
|
DIS Walt Disney | $108.39 -1.9% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +2.9%
|
TM Toyota Motor | $224.46 -0.8% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +77.7%
|
SNE Sony | $96.00 -0.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +58.7%
|
SLB Schlumberger | $47.08 -1.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +203.4%
|
RF Regions Financial | $18.00 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +82.7%
|
RTN Return Energy | C$0.04 +40.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -22.2%
|
KO Coca-Cola | $59.56 -0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +34.5%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.75 -0.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +30.0%
|
EBS Emergent BioSolutions | $1.58 -6.0% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | -96.2%
|
LLY Eli Lilly and Company | $740.16 +0.6% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +560.5%
|
IBM International Business Machines | $186.34 +1.1% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +38.1%
|
T AT&T | $16.84 +0.1% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | -52.3%
|
GE General Electric | $139.28 +0.2% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +114.1%
|
WY Weyerhaeuser | $33.28 +0.8% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +27.4%
|
MSFT Microsoft | $420.55 +1.6% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +204.2%
|
CHTR Charter Communications | $291.15 +3.0% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -25.6%
|
APVO Aptevo Therapeutics | $0.16 +6.5% | Sale $0 - $1,000 | 7/3/2019 | 6/24/2019 | -83.4%
|
AAL American Airlines Group | $14.88 -0.5% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -53.1%
|
ENB Enbridge | $34.23 -0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -2.7%
|
HCP HashiCorp | $24.73 +1.9% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -24.6%
|
IBM International Business Machines | $186.34 +1.1% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +33.3%
|
CCL Carnival Co. & | $15.31 -2.4% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -66.8%
|
DUK Duke Energy | $91.69 -1.0% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +2.0%
|
BRK.B Berkshire Hathaway | $398.36 +0.2% | Sale $15,001 - $50,000 | 7/3/2019 | 6/24/2019 | +92.2%
|
RA Brookfield Real Assets Income Fund | $12.86 -0.6% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
CVS CVS Health | $76.32 +1.7% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
GE General Electric | $139.28 +0.2% | Sale $1,001 - $15,000 | 1/8/2019 | 12/27/2018 | |
FDRR Fidelity Dividend ETF for Rising Rates | $44.44 +0.1% | Purchase $15,001 - $50,000 | 9/11/2018 | 8/29/2018 | |
RA Brookfield Real Assets Income Fund | $12.86 -0.6% | Purchase $15,001 - $50,000 | 8/17/2018 | 8/9/2018 | |
WU Western Union | $12.47 +3.2% | Sale $1,001 - $15,000 | 1/10/2018 | 12/28/2017 | |
MTB M&T Bank | $133.33 +1.3% | Sale $1,001 - $15,000 | 1/21/2016 | 1/29/2016 | +51.1%
|
X United States Steel | $46.29 -0.2% | Sale $1,001 - $15,000 | 5/12/2016 | 12/29/2015 | |
X United States Steel | $46.29 -0.2% | Sale $1,001 - $15,000 | 1/21/2016 | 12/29/2015 | |
TM Toyota Motor | $224.46 -0.8% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |
TM Toyota Motor | $224.46 -0.8% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |