DTRUY Daimler Truck | $21.39 +1.4% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +23.3%
|
KD Kyndryl | $27.77 +1.6% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +46.9%
|
FDX FedEx | $257.25 -0.6% | Purchase $15,001 - $50,000 | 7/28/2023 | 6/29/2023 | +2.9%
|
FHN First Horizon | $16.01 +0.6% | Purchase $15,001 - $50,000 | 6/26/2023 | 5/26/2023 | +47.2%
|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | $8.61 -0.6% | Sale $15,001 - $50,000 | 2/4/2023 | 1/31/2023 | -10.6%
|
OZKAP Bank OZK | $16.98 -0.5% | Purchase $15,001 - $50,000 | 8/23/2022 | 8/18/2022 | |
GOLD Barrick Gold | $17.89 +2.1% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | +1887.8%
|
VRAI Virtus Real Asset Income ETF | $24.24 +0.5% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | -4.9%
|
OZKAP Bank OZK | $16.98 -0.5% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | |
DURA VanEck Durable High Dividend ETF | $32.53 +0.2% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | +4.6%
|
SCHD Schwab US Dividend Equity ETF | $80.08 +0.1% | Purchase $50,001 - $100,000 | 8/5/2022 | 7/29/2022 | +7.6%
|
FHN First Horizon | $16.01 +0.6% | Purchase $15,001 - $50,000 | 8/2/2022 | 7/27/2022 | -28.8%
|
VRP Invesco Variable Rate Preferred ETF | $23.97 +0.1% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -3.3%
|
PFFV Global X Variable Rate Preferred ETF | $23.61 -0.3% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -8.9%
|
FPE First Trust Preferred Securities and Income ETF | $17.40 +0.1% | Purchase $15,001 - $50,000 | 2/15/2022 | 2/9/2022 | -11.1%
|
FPEI First Trust Institutional Preferred Securities and Income ETF | $18.35 +0.2% | Purchase $50,001 - $100,000 | 12/7/2021 | 11/18/2021 | -10.6%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -100.0%
|
SLB Schlumberger | $48.59 +0.4% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +179.9%
|
DIS Walt Disney | $103.25 -0.1% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -4.2%
|
BRK.B Berkshire Hathaway | $416.94 +0.9% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +138.7%
|
CVX Chevron | $162.67 +1.0% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +74.2%
|
KO Coca-Cola | $63.03 -0.5% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +38.4%
|
FHN First Horizon | $16.01 +0.6% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +88.1%
|
KO Coca-Cola | $63.03 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +41.3%
|
CVX Chevron | $162.67 +1.0% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +75.6%
|
BRK.B Berkshire Hathaway | $416.94 +0.9% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +140.3%
|
DIS Walt Disney | $103.25 -0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -2.2%
|
SLB Schlumberger | $48.59 +0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +190.4%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -100.0%
|
FHN First Horizon | $16.01 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +91.7%
|
BA Boeing | $184.95 +1.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +20.1%
|
CMCSA Comcast | $39.27 -0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +3.1%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.70 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +18.4%
|
T AT&T | $17.40 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -44.3%
|
CVX Chevron | $162.67 +1.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +86.6%
|
AZO AutoZone | $2,917.50 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +194.2%
|
KO Coca-Cola | $63.03 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +31.1%
|
XOM Exxon Mobil | $119.64 +1.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +176.8%
|
FDX FedEx | $257.25 -0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +106.0%
|
DIS Walt Disney | $103.25 -0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -3.2%
|
SNE Sony | $83.75 +0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +30.0%
|
PEP PepsiCo | $182.19 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +32.5%
|
MAA Mid-America Apartment Communities | $137.74 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +21.4%
|
MAR Marriott International | $237.73 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +182.1%
|
FHN First Horizon | $16.01 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +99.9%
|
IBM International Business Machines | $169.03 +0.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +49.7%
|
LLY Eli Lilly and Company | $770.00 -0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +473.1%
|
EBS Emergent BioSolutions | $5.55 +5.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -90.3%
|
CVX Chevron | $162.67 +1.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +113.0%
|
XOM Exxon Mobil | $119.64 +1.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +208.2%
|
HST Host Hotels & Resorts | $18.42 -1.8% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +47.8%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -100.0%
|
MSFT Microsoft | $420.21 -0.2% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +169.6%
|
FHN First Horizon | $16.01 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +80.7%
|
T AT&T | $17.40 +0.6% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -43.1%
|
FDRR Fidelity Dividend ETF for Rising Rates | $47.29 0.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +75.4%
|
BRK.B Berkshire Hathaway | $416.94 +0.9% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +126.7%
|
DIS Walt Disney | $103.25 -0.1% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -2.0%
|
TM Toyota Motor | $219.76 +1.9% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +73.9%
|
SNE Sony | $83.75 +0.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +38.4%
|
SLB Schlumberger | $48.59 +0.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +213.1%
|
RF Regions Financial | $20.18 +0.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +104.9%
|
RTN Return Energy | C$0.04 +40.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -22.2%
|
KO Coca-Cola | $63.03 -0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +42.3%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.70 +0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +29.4%
|
EBS Emergent BioSolutions | $5.55 +5.3% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | -86.7%
|
LLY Eli Lilly and Company | $770.00 -0.1% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +587.1%
|
IBM International Business Machines | $169.03 +0.0% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +25.2%
|
T AT&T | $17.40 +0.6% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | -50.7%
|
GE General Electric | $159.89 -0.8% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +145.8%
|
WY Weyerhaeuser | $31.17 +0.2% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +19.3%
|
MSFT Microsoft | $420.21 -0.2% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +204.0%
|
CHTR Charter Communications | $273.02 -1.6% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -30.2%
|
APVO Aptevo Therapeutics | $0.80
| Sale $0 - $1,000 | 7/3/2019 | 6/24/2019 | -98.1%
|
AAL American Airlines Group | $14.73 -0.4% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -53.5%
|
ENB Enbridge | $36.75 0.0% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +4.5%
|
HCP HashiCorp | $33.04 +0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +0.7%
|
IBM International Business Machines | $169.03 +0.0% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +20.9%
|
CCL Carnival Co. & | $15.00 +0.7% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -67.4%
|
DUK Duke Energy | $103.89 +1.0% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +15.6%
|
BRK.B Berkshire Hathaway | $416.94 +0.9% | Sale $15,001 - $50,000 | 7/3/2019 | 6/24/2019 | +101.1%
|
RA Brookfield Real Assets Income Fund | $12.71 +0.4% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
CVS CVS Health | $57.68 +0.3% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
GE General Electric | $159.89 -0.8% | Sale $1,001 - $15,000 | 1/8/2019 | 12/27/2018 | |
FDRR Fidelity Dividend ETF for Rising Rates | $47.29 0.0% | Purchase $15,001 - $50,000 | 9/11/2018 | 8/29/2018 | |
RA Brookfield Real Assets Income Fund | $12.71 +0.4% | Purchase $15,001 - $50,000 | 8/17/2018 | 8/9/2018 | |
WU Western Union | $13.14 -0.4% | Sale $1,001 - $15,000 | 1/10/2018 | 12/28/2017 | |
MTB M&T Bank | $153.79 +0.2% | Sale $1,001 - $15,000 | 1/21/2016 | 1/29/2016 | +74.3%
|
X United States Steel | $35.91 -3.9% | Sale $1,001 - $15,000 | 5/12/2016 | 12/29/2015 | |
X United States Steel | $35.91 -3.9% | Sale $1,001 - $15,000 | 1/21/2016 | 12/29/2015 | |
TM Toyota Motor | $219.76 +1.9% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |
TM Toyota Motor | $219.76 +1.9% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |