Doyle Wealth Management Closed Holding Positions

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q3 2019 Filed on Nov 05, 2019
546
$71.15 - $72.24 $38.8K - $39.4K
R
Ryder System Inc

Industrials
Q3 2019 Filed on Nov 05, 2019
931
$45.12 - $60.09 $42K - $55.9K
BEN
Franklin Resources Inc

Financial Services
Q3 2019 Filed on Nov 05, 2019
500
$25.93 - $35.51 $13K - $17.8K
PEG
Public Service Enterprise Group Inc

Utilities
Q3 2019 Filed on Nov 05, 2019
1,415
$55.63 - $62.26 $78.7K - $88.1K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
Q3 2019 Filed on Nov 05, 2019
415
$14.56 - $15.57 $6.04K - $6.46K
PFG
Principal Financial Group Inc

Financial Services
Q3 2019 Filed on Nov 05, 2019
200
$52.18 - $60.68 $10.4K - $12.1K
California Res Corp
Q3 2019 Filed on Nov 05, 2019
9
N/A
FXD
First Tr Exchange Traded Fd

ETFs
Q3 2019 Filed on Nov 05, 2019
202
$39.84 - $44.14 $8.05K - $8.92K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q3 2019 Filed on Nov 05, 2019
213
$45.85 - $46.22 $9.77K - $9.84K
Amerigas Partners L P
Q3 2019 Filed on Nov 05, 2019
1,281
N/A
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q3 2019 Filed on Nov 05, 2019
3,361
$30.06 - $32.72 $101K - $110K
KEYS
Keysight Technologies, Inc.

Technology
Q3 2019 Filed on Nov 05, 2019
750
$83.34 - $101.38 $62.5K - $76K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2019 Filed on Nov 05, 2019
2
$33.74 - $40.75 $67.5 - $81.5
IQ
I Qiyi, Inc.

Communication Services
Q3 2019 Filed on Nov 05, 2019
200
$16.13 - $21.19 $3.23K - $4.24K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q3 2019 Filed on Nov 05, 2019
1,365
$50.31 - $50.99 $68.7K - $69.6K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q3 2019 Filed on Nov 05, 2019
60
$54.3 - $58.65 $3.26K - $3.52K
VTWO
Vanguard Russell 2000 ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
100
$60.8 - $63.55 $6.08K - $6.36K
SJI
South Jersey Industries Inc

Utilities
Q3 2019 Filed on Nov 05, 2019
527
$30.68 - $34.27 $16.2K - $18.1K
IWV
Ishares Russell 3000 ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
150
$172.91 - $176.69 $25.9K - $26.5K
ALLE
Allegion PLC

Industrials
Q3 2019 Filed on Nov 05, 2019
50
$93.42 - $111.52 $4.67K - $5.58K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q3 2019 Filed on Nov 05, 2019
403
$60.87 - $64.7 $24.5K - $26.1K
MOS
Mosaic CO

Basic Materials
Q3 2019 Filed on Nov 05, 2019
180
$17.66 - $25.27 $3.18K - $4.55K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q3 2019 Filed on Nov 05, 2019
426
$74.24 - $77.45 $31.6K - $33K
Brookfield Property Partrs L
Q3 2019 Filed on Nov 05, 2019
466
N/A
Gci Liberty Inc
Q3 2019 Filed on Nov 05, 2019
166
N/A
FM
Ishares Msci Frontier And Sele

ETFs
Q3 2019 Filed on Nov 05, 2019
352
$27.86 - $28.3 $9.81K - $9.96K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q3 2019 Filed on Nov 05, 2019
1,120
$21.69 - $24.61 $24.3K - $27.6K
ASIX
Advan Six Inc.

Basic Materials
Q3 2019 Filed on Nov 05, 2019
638
$21.36 - $26.93 $13.6K - $17.2K
XLI
Industrial Sector Spdr

ETFs
Q3 2019 Filed on Nov 05, 2019
1,540
$77.22 - $79.35 $119K - $122K
Cbl & Assoc Pptys Inc
Q3 2019 Filed on Nov 05, 2019
300
N/A
BGB
Blackstone Strategic Credit Fund

Financial Services
Q3 2019 Filed on Nov 05, 2019
5,917
$14.26 - $15.09 $84.4K - $89.3K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q3 2019 Filed on Nov 05, 2019
250
$27.35 - $30.7 $6.84K - $7.68K
Peoples Utd Finl Inc
Q3 2019 Filed on Nov 05, 2019
2,250
N/A
TEL
Te Connectivity Ltd.

Technology
Q3 2019 Filed on Nov 05, 2019
640
$87.29 - $97.35 $55.9K - $62.3K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
1,625
$51.41 - $65.22 $83.5K - $106K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
1,000
$30.39 - $36.66 $30.4K - $36.7K
IYF
Ishares Tr

ETFs
Q3 2019 Filed on Nov 05, 2019
45
$64.16 - $65.19 $2.89K - $2.93K
EMLP
First Tr Exchange Traded Iv

ETFs
Q3 2019 Filed on Nov 05, 2019
580
$24.39 - $25.93 $14.1K - $15K
IEP
Icahn Enterprises L.P.

Industrials
Q3 2019 Filed on Nov 05, 2019
180
$64.0 - $78.54 $11.5K - $14.1K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
3
$189.94 - $205.08 $570 - $615
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q3 2019 Filed on Nov 05, 2019
1,018
$84.4 - $85.1 $85.9K - $86.6K
AVGO
Broadcom Inc.

Technology
Q3 2019 Filed on Nov 05, 2019
147
$266.44 - $303.77 $39.2K - $44.7K
IYY
Ishares Tr

ETFs
Q3 2019 Filed on Nov 05, 2019
135
$73.36 - $74.95 $9.9K - $10.1K
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2019 Filed on Nov 05, 2019
550
$26.99 - $27.14 $14.8K - $14.9K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q3 2019 Filed on Nov 05, 2019
1,997
$54.33 - $57.96 $108K - $116K
IEMG
Ishares Inc

ETFs
Q3 2019 Filed on Nov 05, 2019
293
$46.63 - $52.12 $13.7K - $15.3K
Allianzgi Nfj Divid Int & Pr
Q3 2019 Filed on Nov 05, 2019
979
N/A
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Nov 05, 2019
50
$72.81 - $156.91 $3.64K - $7.85K
SLM
Slm Corp

Financial Services
Q3 2019 Filed on Nov 05, 2019
5,250
$7.84 - $10.13 $41.2K - $53.2K
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