DTRUY Daimler Truck | $22.47 +1.4% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +29.5%
|
KD Kyndryl | $28.07 +1.2% | Sale $1,001 - $15,000 | 1/4/2024 | 12/11/2023 | +48.4%
|
FDX FedEx | $258.84 -0.1% | Purchase $15,001 - $50,000 | 7/28/2023 | 6/29/2023 | +3.5%
|
FHN First Horizon | $15.98 +0.2% | Purchase $15,001 - $50,000 | 6/26/2023 | 5/26/2023 | +46.9%
|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | $8.64 +0.3% | Sale $15,001 - $50,000 | 2/4/2023 | 1/31/2023 | -10.3%
|
OZKAP Bank OZK | $16.90 +1.2% | Purchase $15,001 - $50,000 | 8/23/2022 | 8/18/2022 | |
GOLD Barrick Gold | $17.52 +2.2% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | +1846.7%
|
VRAI Virtus Real Asset Income ETF | $24.15 +0.5% | Purchase $15,001 - $50,000 | 9/12/2022 | 8/3/2022 | -5.2%
|
OZKAP Bank OZK | $16.90 +1.2% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | |
DURA VanEck Durable High Dividend ETF | $32.24 +0.2% | Purchase $15,001 - $50,000 | 8/8/2022 | 8/3/2022 | +3.7%
|
SCHD Schwab US Dividend Equity ETF | $80.06 +0.5% | Purchase $50,001 - $100,000 | 8/5/2022 | 7/29/2022 | +7.6%
|
FHN First Horizon | $15.98 +0.2% | Purchase $15,001 - $50,000 | 8/2/2022 | 7/27/2022 | -28.9%
|
VRP Invesco Variable Rate Preferred ETF | $23.93 +0.2% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -3.4%
|
PFFV Global X Variable Rate Preferred ETF | $23.67 +0.5% | Purchase $50,001 - $100,000 | 2/15/2022 | 2/11/2022 | -8.7%
|
FPE First Trust Preferred Securities and Income ETF | $17.34 +0.6% | Purchase $15,001 - $50,000 | 2/15/2022 | 2/9/2022 | -11.4%
|
FPEI First Trust Institutional Preferred Securities and Income ETF | $18.32 +0.5% | Purchase $50,001 - $100,000 | 12/7/2021 | 11/18/2021 | -10.8%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -100.0%
|
SLB Schlumberger | $48.41 -0.4% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +178.9%
|
DIS Walt Disney | $103.26 -2.0% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | -4.2%
|
BRK.B Berkshire Hathaway | $411.96 +0.4% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +135.9%
|
CVX Chevron | $163.08 -0.3% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +74.7%
|
KO Coca-Cola | $63.20 +0.2% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +38.8%
|
FHN First Horizon | $15.98 +0.2% | Sale $1,001 - $15,000 | 6/18/2020 | 5/11/2020 | +87.8%
|
KO Coca-Cola | $63.20 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +41.7%
|
CVX Chevron | $163.08 -0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +76.0%
|
BRK.B Berkshire Hathaway | $411.96 +0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +137.5%
|
DIS Walt Disney | $103.26 -2.0% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -2.2%
|
SLB Schlumberger | $48.41 -0.4% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +189.4%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | -100.0%
|
FHN First Horizon | $15.98 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 5/7/2020 | +91.4%
|
BA Boeing | $177.46 -1.8% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +15.2%
|
CMCSA Comcast | $39.18 -1.3% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +2.9%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.63 +1.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +17.7%
|
T AT&T | $17.22 -0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -44.9%
|
CVX Chevron | $163.08 -0.3% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +87.1%
|
AZO AutoZone | $2,924.60 +0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +194.9%
|
KO Coca-Cola | $63.20 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +31.5%
|
XOM Exxon Mobil | $118.22 +0.5% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +173.5%
|
FDX FedEx | $258.84 -0.1% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +107.3%
|
DIS Walt Disney | $103.26 -2.0% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | -3.2%
|
SNE Sony | $81.23 +6.7% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +26.1%
|
PEP PepsiCo | $179.87
| Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +30.8%
|
MAA Mid-America Apartment Communities | $137.70 +0.6% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +21.3%
|
MAR Marriott International | $236.44 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +180.6%
|
FHN First Horizon | $15.98 +0.2% | Sale $1,001 - $15,000 | 5/22/2020 | 4/17/2020 | +99.5%
|
IBM International Business Machines | $167.71 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +48.6%
|
LLY Eli Lilly and Company | $780.27 +2.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +480.8%
|
EBS Emergent BioSolutions | $5.68 +11.8% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -90.1%
|
CVX Chevron | $163.08 -0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +113.5%
|
XOM Exxon Mobil | $118.22 +0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +204.5%
|
HST Host Hotels & Resorts | $18.56 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +49.0%
|
PEAK Healthpeak Properties | | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -100.0%
|
MSFT Microsoft | $422.90 +1.7% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +171.3%
|
FHN First Horizon | $15.98 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +80.4%
|
T AT&T | $17.22 -0.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -43.7%
|
FDRR Fidelity Dividend ETF for Rising Rates | $47.38 +1.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +75.7%
|
BRK.B Berkshire Hathaway | $411.96 +0.4% | Sale $15,001 - $50,000 | 4/22/2020 | 3/26/2020 | +124.0%
|
DIS Walt Disney | $103.26 -2.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -2.0%
|
TM Toyota Motor | $219.68 +1.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +73.9%
|
SNE Sony | $81.23 +6.7% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +34.3%
|
SLB Schlumberger | $48.41 -0.4% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +211.9%
|
RF Regions Financial | $20.16 +0.3% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +104.7%
|
RTN Return Energy | C$0.04 +40.0% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | -22.2%
|
KO Coca-Cola | $63.20 +0.2% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +42.7%
|
RQI Cohen & Steers Quality Income Realty Fund | $11.63 +1.5% | Sale $1,001 - $15,000 | 4/22/2020 | 3/26/2020 | +28.7%
|
EBS Emergent BioSolutions | $5.68 +11.8% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | -86.4%
|
LLY Eli Lilly and Company | $780.27 +2.3% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +596.3%
|
IBM International Business Machines | $167.71 +0.2% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +24.3%
|
T AT&T | $17.22 -0.5% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | -51.2%
|
GE General Electric | $160.89 +0.6% | Sale $1,001 - $15,000 | 9/12/2019 | 8/29/2019 | +147.4%
|
WY Weyerhaeuser | $31.29 +0.3% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +19.8%
|
MSFT Microsoft | $422.90 +1.7% | Sale $15,001 - $50,000 | 9/12/2019 | 8/29/2019 | +205.9%
|
CHTR Charter Communications | $272.95 -1.9% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -30.2%
|
APVO Aptevo Therapeutics | $0.84 +1.4% | Sale $0 - $1,000 | 7/3/2019 | 6/24/2019 | -98.0%
|
AAL American Airlines Group | $14.94 -1.6% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -52.9%
|
ENB Enbridge | $37.10 +0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +5.5%
|
HCP HashiCorp | $32.91 +0.3% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +0.3%
|
IBM International Business Machines | $167.71 +0.2% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +20.0%
|
CCL Carnival Co. & | $14.84 +2.2% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | -67.8%
|
DUK Duke Energy | $103.25 +0.9% | Sale $1,001 - $15,000 | 7/3/2019 | 6/24/2019 | +14.9%
|
BRK.B Berkshire Hathaway | $411.96 +0.4% | Sale $15,001 - $50,000 | 7/3/2019 | 6/24/2019 | +98.7%
|
RA Brookfield Real Assets Income Fund | $12.67 +0.5% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
CVS CVS Health | $55.73 -0.5% | Sale $15,001 - $50,000 | 1/8/2019 | 12/27/2018 | |
GE General Electric | $160.89 +0.6% | Sale $1,001 - $15,000 | 1/8/2019 | 12/27/2018 | |
FDRR Fidelity Dividend ETF for Rising Rates | $47.38 +1.2% | Purchase $15,001 - $50,000 | 9/11/2018 | 8/29/2018 | |
RA Brookfield Real Assets Income Fund | $12.67 +0.5% | Purchase $15,001 - $50,000 | 8/17/2018 | 8/9/2018 | |
WU Western Union | $13.27
| Sale $1,001 - $15,000 | 1/10/2018 | 12/28/2017 | |
MTB M&T Bank | $154.00 -0.7% | Sale $1,001 - $15,000 | 1/21/2016 | 1/29/2016 | +74.5%
|
X United States Steel | $38.25 +0.7% | Sale $1,001 - $15,000 | 5/12/2016 | 12/29/2015 | |
X United States Steel | $38.25 +0.7% | Sale $1,001 - $15,000 | 1/21/2016 | 12/29/2015 | |
TM Toyota Motor | $219.68 +1.2% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |
TM Toyota Motor | $219.68 +1.2% | Purchase $1,001 - $15,000 | 9/2/2015 | 8/25/2015 | |