Doyle Wealth Management Closed Holding Positions

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
EOG
Eog Resources Inc

Energy
Q3 2019 Filed on Nov 05, 2019
14
$71.66 - $93.09 $1K - $1.3K
SIGI
Selective Insurance Group Inc

Financial Services
Q3 2019 Filed on Nov 05, 2019
30
$74.39 - $80.59 $2.23K - $2.42K
HCA
Hca Healthcare, Inc.

Healthcare
Q3 2019 Filed on Nov 05, 2019
250
$117.4 - $146.16 $29.4K - $36.5K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
Q3 2019 Filed on Nov 05, 2019
4,355
$24.58 - $25.65 $107K - $112K
ROK
Rockwell Automation, Inc

Industrials
Q3 2019 Filed on Nov 05, 2019
467
$144.55 - $168.88 $67.5K - $78.9K
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 05, 2019
50
$47.28 - $50.47 $2.36K - $2.52K
INDB
Independent Bank Corp

Financial Services
Q3 2019 Filed on Nov 05, 2019
383
$65.08 - $78.08 $24.9K - $29.9K
Fiduciary Claymore Engry Inf
Q3 2019 Filed on Nov 05, 2019
3,330
N/A
ADI
Analog Devices Inc

Technology
Q3 2019 Filed on Nov 05, 2019
468
$104.17 - $124.64 $48.8K - $58.3K
Federal Realty Invt Tr
Q3 2019 Filed on Nov 05, 2019
1,186
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 15, 2019
13,725
N/A
Weatherford Intl PLC
Q2 2019 Filed on Aug 15, 2019
62,250
N/A
CX
Cemex Sab De Cv

Basic Materials
Q1 2019 Filed on May 13, 2019
42
$4.54 - $5.57 $191 - $234
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q1 2019 Filed on May 13, 2019
562
$17.98 - $19.09 $10.1K - $10.7K
Nuveen Tax Advantaged Div Gr
Q1 2019 Filed on May 13, 2019
24
N/A
Twenty First Centy Fox Inc
Q1 2019 Filed on May 13, 2019
1,824
N/A
MCR
Mfs Charter Income Trust

Financial Services
Q1 2019 Filed on May 13, 2019
188
$7.42 - $7.9 $1.39K - $1.49K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q1 2019 Filed on May 13, 2019
37
$6.75 - $8.1 $250 - $300
CLB
Core Laboratories N V

Energy
Q1 2019 Filed on May 13, 2019
18
$59.91 - $71.9 $1.08K - $1.29K
IGR
Cbre Global Real Estate Income Fund

Financial Services
Q1 2019 Filed on May 13, 2019
1,813
$6.18 - $7.47 $11.2K - $13.5K
CC
Chemours CO

Basic Materials
Q1 2019 Filed on May 13, 2019
280
$28.8 - $40.58 $8.06K - $11.4K
NS
Nu Star Energy L.P.

Energy
Q1 2019 Filed on May 13, 2019
220
$21.29 - $27.62 $4.68K - $6.08K
Transcanada Corp
Q1 2019 Filed on May 13, 2019
222
N/A
PJT
Pjt Partners Inc.

Financial Services
Q1 2019 Filed on May 13, 2019
25
$39.31 - $46.93 $983 - $1.17K
VMC
Vulcan Materials CO

Basic Materials
Q1 2019 Filed on May 13, 2019
200
$96.59 - $118.4 $19.3K - $23.7K
FTHI
First Trust Exchange Traded Fd

ETFs
Q1 2019 Filed on May 13, 2019
222
$19.96 - $22.27 $4.43K - $4.94K
DHS
Wisdomtree Tr U.S

ETFs
Q1 2019 Filed on May 13, 2019
1,467
N/A
Blackstone Group L P
Q1 2019 Filed on May 13, 2019
3,500
N/A
RDUS
Radius Health, Inc.

Healthcare
Q1 2019 Filed on May 13, 2019
182
$15.77 - $19.94 $2.87K - $3.63K
Capstead Mtg Corp
Q1 2019 Filed on May 13, 2019
1,125
N/A
ENTG
Entegris Inc

Technology
Q1 2019 Filed on May 13, 2019
100
$27.43 - $37.73 $2.74K - $3.77K
CWEN
Clearway Energy, Inc.

Utilities
Q1 2019 Filed on May 13, 2019
60,952
$13.4 - $17.63 $817K - $1.07M
FTSL
First Trust Senior Ln Fund

ETFs
Q1 2019 Filed on May 13, 2019
838
$45.5 - $47.68 $38.1K - $40K
Ferrellgas Partners L.P.
Q1 2019 Filed on May 13, 2019
2,000
N/A
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2019 Filed on May 13, 2019
1,546
N/A
Newfield Expl CO
Q1 2019 Filed on May 13, 2019
428
N/A
GAIN
Gladstone Investment Corporation\De

Financial Services
Q1 2019 Filed on May 13, 2019
6,000
$9.4 - $12.05 $56.4K - $72.3K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2019 Filed on May 13, 2019
30
N/A
PPT
Putnam Premier Income Trust

Financial Services
Q1 2019 Filed on May 13, 2019
1,700
$4.73 - $5.15 $8.04K - $8.76K
TEN
Tenneco Inc

Consumer Cyclical
Q1 2019 Filed on May 13, 2019
400
$21.79 - $36.37 $8.72K - $14.5K
YELP
Yelp Inc

Communication Services
Q1 2019 Filed on May 13, 2019
60
$33.64 - $39.94 $2.02K - $2.4K
URI
United Rentals, Inc.

Industrials
Q1 2019 Filed on May 13, 2019
270
$101.98 - $136.84 $27.5K - $36.9K
DOX
Amdocs LTD

Technology
Q1 2019 Filed on May 13, 2019
200
$53.79 - $60.81 $10.8K - $12.2K
Hsbc Hldgs PLC
Q1 2019 Filed on May 13, 2019
2,006
N/A
Mb Financial Inc New
Q1 2019 Filed on May 13, 2019
14,500
N/A
AEG
Aegon Nv

Financial Services
Q1 2019 Filed on May 13, 2019
500
$4.6 - $5.38 $2.3K - $2.69K
Nuveen Tx Adv Total Ret Strg
Q1 2019 Filed on May 13, 2019
10
N/A
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2019 Filed on May 13, 2019
181
N/A
UNM
Unum Group

Financial Services
Q1 2019 Filed on May 13, 2019
564
$29.88 - $37.67 $16.9K - $21.2K
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