Doyle Wealth Management Closed Holding Positions

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
DEO
Diageo PLC

Consumer Defensive
Q2 2022 Filed on Aug 10, 2022
1,114
$167.67 - $211.86 $187K - $236K
IRT
Independence Realty Trust, Inc.

Real Estate
Q2 2022 Filed on Aug 10, 2022
19,639
$20.5 - $28.15 $403K - $553K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
Q2 2022 Filed on Aug 10, 2022
3,263
$67.4 - $80.52 $220K - $263K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
918
$188.16 - $253.27 $173K - $233K
GIS
General Mills Inc

Consumer Defensive
Q2 2022 Filed on Aug 10, 2022
3,034
$66.13 - $75.45 $201K - $229K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 10, 2022
45,326
$11.35 - $13.23 $514K - $600K
EAD
Allspring Income Opportunities Fund

Financial Services
Q2 2022 Filed on Aug 10, 2022
69,688
$6.48 - $8.13 $452K - $567K
NSC
Norfolk Southern Corp

Industrials
Q2 2022 Filed on Aug 10, 2022
843
$221.47 - $269.82 $187K - $227K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
7,053
$24.47 - $32.11 $173K - $226K
KTF
Dws Municipal Income Trust

Financial Services
Q2 2022 Filed on Aug 10, 2022
10,818
$8.81 - $10.41 $95.3K - $113K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Aug 10, 2022
2,390
$57.51 - $145.19 $137K - $347K
PSEC
Prospect Capital Corp

Financial Services
Q2 2022 Filed on Aug 10, 2022
14,047
$6.68 - $8.48 $93.8K - $119K
IDEV
Ishares Core Msci Intl Develop

ETFs
Q2 2022 Filed on Aug 10, 2022
3,695
$52.99 - $64.46 $196K - $238K
GD
General Dynamics Corp

Industrials
Q2 2022 Filed on Aug 10, 2022
851
$209.78 - $247.69 $179K - $211K
VONV
Vanguard Russell 1000 Value Et

ETFs
Q2 2022 Filed on Aug 10, 2022
3,095
$62.21 - $73.88 $193K - $229K
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2022 Filed on Aug 10, 2022
1,509
$119.89 - $142.83 $181K - $216K
ENB
Enbridge Inc

Energy
Q2 2022 Filed on Aug 10, 2022
4,469
$40.49 - $47.53 $181K - $212K
PHK
Pimco High Income Fund

Financial Services
Q2 2022 Filed on Aug 10, 2022
51,068
$4.9 - $6.0 $250K - $306K
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
2,043
$104.73 - $109.51 $214K - $224K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
Q2 2022 Filed on Aug 10, 2022
12,467
$10.17 - $13.45 $127K - $168K
DIV
Global X Superdividend Us ETF

ETFs
Q2 2022 Filed on Aug 10, 2022
64,734
$18.56 - $21.67 $1.2M - $1.4M
VOX
Vanguard Communication Service

ETFs
Q2 2022 Filed on Aug 10, 2022
3,322
$91.39 - $123.66 $304K - $411K
SDIV
Global X Fds Global X Superdiv

ETFs
Q2 2022 Filed on Aug 10, 2022
64,960
$9.08 - $11.82 $590K - $768K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
Q2 2022 Filed on Aug 10, 2022
110,615
$2.98 - $4.43 $330K - $490K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
Q2 2022 Filed on Aug 10, 2022
10,000
$10.56 - $13.33 $106K - $133K
NQP
Nuveen Pennsylvania Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 10, 2022
18,274
$11.33 - $13.73 $207K - $251K
OXSQ
Oxford Square Capital Corp.

Financial Services
Q2 2022 Filed on Aug 10, 2022
25,817
$3.48 - $4.29 $89.8K - $111K
PML
Pimco Municipal Income Fund Ii

Financial Services
Q2 2022 Filed on Aug 10, 2022
11,000
$10.12 - $11.82 $111K - $130K
PHT
Pioneer High Income Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
11,000
$6.87 - $8.27 $75.6K - $91K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
19,500
$8.82 - $10.5 $172K - $205K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
81,747
$8.28 - $9.81 $677K - $802K
PMM
Putnam Managed Municipal Income Trust

Financial Services
Q2 2022 Filed on Aug 10, 2022
12,000
$6.27 - $7.05 $75.2K - $84.6K
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q2 2022 Filed on Aug 10, 2022
125,603
$10.51 - $11.94 $1.32M - $1.5M
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
Q2 2022 Filed on Aug 10, 2022
117,826
$3.48 - $5.1 $410K - $601K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
525
$582.26 - $782.23 $306K - $411K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Aug 10, 2022
14,367
$23.08 - $25.81 $332K - $371K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
Q2 2022 Filed on Aug 10, 2022
25,200
$2.22 - $2.82 $55.9K - $71.1K
GLD
Spdr Gold Trust

ETFs
Q2 2022 Filed on Aug 10, 2022
1,329
$168.46 - $184.65 $224K - $245K
CCI
Crown Castle International Corp

Real Estate
Q2 2022 Filed on Aug 10, 2022
1,086
$154.99 - $198.02 $168K - $215K
VKQ
Invesco Municipal Trust

Financial Services
Q2 2022 Filed on Aug 10, 2022
18,397
$9.63 - $11.5 $177K - $212K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
Q2 2022 Filed on Aug 10, 2022
48,344
$9.99 - $11.83 $483K - $572K
IXP
Ishares Global Comm Services E

ETFs
Q2 2022 Filed on Aug 10, 2022
3,000
$59.84 - $76.41 $180K - $229K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q2 2022 Filed on Aug 10, 2022
51,680
$16.45 - $21.15 $850K - $1.09M
CMU
Mfs High Yield Municipal Trust

Financial Services
Q2 2022 Filed on Aug 10, 2022
17,000
$3.18 - $3.87 $54.1K - $65.8K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
2,076
$85.12 - $113.16 $177K - $235K
ITW
Illinois Tool Works Inc

Industrials
Q1 2022 Filed on May 13, 2022
837
$203.52 - $247.58 $170K - $207K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 13, 2022
449
$331.01 - $597.37 $149K - $268K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
1,529
$113.3 - $137.26 $173K - $210K
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on May 13, 2022
532
$303.87 - $423.8 $162K - $225K
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