| Apple, Inc. (AAPL) |
AAPL |
STOCK |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Cisco Systems, Inc. (CSCO) |
CSCO |
STOCK |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) |
HASI |
STOCK |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |
| Microsoft Corp. (MSFT) |
MSFT |
STOCK |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Visa, Inc. (V) |
V |
STOCK |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |
| AT&T, Inc. (T) |
T |
STOCK |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) |
HASI |
STOCK |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |
| Synovus Financial Corp. 6.3% (SNV-D) |
SNV |
BOND |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |
| Albemarle Corp. (ALB) |
ALB |
STOCK |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Apple, Inc. (AAPL) |
AAPL |
STOCK |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |
| AT&T, Inc. (T) |
T |
STOCK |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |
| Arrow Electronics 7.5% 01/15/2027 Bond (042735AK6) |
|
BOND |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |
| Bank of America 7.25% Preferred - L (BAC PRL) |
BACPRL |
FIXED INCOME |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Cisco Systems, Inc. (CSCO) |
CSCO |
STOCK |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Citizens Fin GRoup 6.35% Preferred - D (CFG PRD) |
CFG-PD |
FIXED INCOME |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Communication Services Select Sector SPDR Fund (XLC) |
XLC |
ETF |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Duke Energy Corp. (DUK) |
DUK |
STOCK |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |
| First Solar, Inc. (FSLR) |
FSLR |
STOCK |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Ford Motor Co. (F) |
F |
STOCK |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) |
HASI |
STOCK |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Iron Mountain, Inc. (IRM) |
IRM |
STOCK |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Pfizer Inc. (PFE) |
PFE |
STOCK |
Sale
|
March 22, 2021 |
$15,001 - $50,000 |
| Wells Fargo Utilities & High Income Fund (ERH) |
ERH |
FUND |
Sale
|
March 22, 2021 |
$1,001 - $15,000 |