Doyle Wealth Management Closed Holding Positions

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
M
Macy'S, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
571
$14.3 - $23.25 $8.17K - $13.3K
Total Sys Svcs Inc
Q3 2019 Filed on Nov 05, 2019
3,526
N/A
NJR
New Jersey Resources Corp

Utilities
Q3 2019 Filed on Nov 05, 2019
3,169
$43.82 - $50.36 $139K - $160K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q3 2019 Filed on Nov 05, 2019
1,419
$6.16 - $9.6 $8.74K - $13.6K
WELL
Welltower Inc.

Real Estate
Q3 2019 Filed on Nov 05, 2019
840
$81.74 - $92.46 $68.7K - $77.7K
PPL
Ppl Corp

Utilities
Q3 2019 Filed on Nov 05, 2019
2,861
$28.98 - $31.71 $82.9K - $90.7K
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2019 Filed on Nov 05, 2019
37
$45.14 - $56.03 $1.67K - $2.07K
PRU
Prudential Financial Inc

Financial Services
Q3 2019 Filed on Nov 05, 2019
1,491
$78.29 - $103.27 $117K - $154K
OTEX
Open Text Corp

Technology
Q3 2019 Filed on Nov 05, 2019
3,084
$37.53 - $44.06 $116K - $136K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
90
$160.85 - $164.46 $14.5K - $14.8K
BFB
Brown Forman Corp Cl B
Q3 2019 Filed on Nov 05, 2019
110
N/A
DVY
Ishares Tr

ETFs
Q3 2019 Filed on Nov 05, 2019
1,001
$100.87 - $103.22 $101K - $103K
AME
Ametek Inc

Industrials
Q3 2019 Filed on Nov 05, 2019
1,390
$82.96 - $92.11 $115K - $128K
SSO
Proshares Ultra S&P 500

ETFs
Q3 2019 Filed on Nov 05, 2019
202
$31.82 - $32.86 $6.43K - $6.64K
MXF
Mexico Fund Inc

Financial Services
Q3 2019 Filed on Nov 05, 2019
1,276
$11.89 - $13.99 $15.2K - $17.9K
BWXT
Bwx Technologies, Inc.

Industrials
Q3 2019 Filed on Nov 05, 2019
1,200
$48.7 - $60.41 $58.4K - $72.5K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q3 2019 Filed on Nov 05, 2019
192
$53.16 - $53.82 $10.2K - $10.3K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q3 2019 Filed on Nov 05, 2019
560
$71.04 - $86.24 $39.8K - $48.3K
RDY
Dr Reddys Laboratories LTD

Healthcare
Q3 2019 Filed on Nov 05, 2019
400
$34.82 - $39.26 $13.9K - $15.7K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
86
$14.62 - $15.03 $1.26K - $1.29K
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2019 Filed on Nov 05, 2019
1,805
$58.75 - $66.41 $106K - $120K
XLP
Consumer Staples Sector Spdr

ETFs
Q3 2019 Filed on Nov 05, 2019
536
N/A
Ishares Tr
Q3 2019 Filed on Nov 05, 2019
81
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2019 Filed on Nov 05, 2019
200
$53.15 - $54.55 $10.6K - $10.9K
SCCO
Southern Copper Corp

Basic Materials
Q3 2019 Filed on Nov 05, 2019
303
$29.53 - $38.49 $8.95K - $11.7K
American Natl Ins CO
Q3 2019 Filed on Nov 05, 2019
210
N/A
Arena Pharmaceuticals Inc
Q3 2019 Filed on Nov 05, 2019
200
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
500
$27.09 - $30.55 $13.5K - $15.3K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q3 2019 Filed on Nov 05, 2019
350
$110.17 - $111.99 $38.6K - $39.2K
SYK
Stryker Corp

Healthcare
Q3 2019 Filed on Nov 05, 2019
359
$205.4 - $221.82 $73.7K - $79.6K
IGM
Ishares Expanded Tech Sector E

ETFs
Q3 2019 Filed on Nov 05, 2019
200
$35.88 - $37.08 $7.18K - $7.42K
RACE
Ferrari N.V.

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
153
$150.35 - $169.12 $23K - $25.9K
Unilever N V
Q3 2019 Filed on Nov 05, 2019
1,000
N/A
PHG
Koninklijke Philips Nv

Healthcare
Q3 2019 Filed on Nov 05, 2019
1,361
$43.51 - $48.68 $59.2K - $66.3K
RWX
Spdr Dow Jones International R

ETFs
Q3 2019 Filed on Nov 05, 2019
628
$38.88 - $39.53 $24.4K - $24.8K
DDD
3 D Systems Corp

Technology
Q3 2019 Filed on Nov 05, 2019
35
$6.55 - $9.18 $229 - $321
MPLX
Mplx LP

Energy
Q3 2019 Filed on Nov 05, 2019
159
$26.48 - $32.51 $4.21K - $5.17K
BOND
Pimco Active Bond Exchange Tra

ETFs
Q3 2019 Filed on Nov 05, 2019
95
$107.77 - $108.9 $10.2K - $10.3K
IQDF
Flexshares International Quali

ETFs
Q3 2019 Filed on Nov 05, 2019
183
$21.34 - $23.37 $3.91K - $4.28K
ES
Eversource Energy

Utilities
Q3 2019 Filed on Nov 05, 2019
1,582
$75.66 - $85.47 $120K - $135K
NAVI
Navient Corp

Financial Services
Q3 2019 Filed on Nov 05, 2019
5,250
$12.32 - $15.09 $64.7K - $79.2K
AIZ
Assurant, Inc.

Financial Services
Q3 2019 Filed on Nov 05, 2019
660
$108.14 - $127.5 $71.4K - $84.2K
NUE
Nucor Corp

Basic Materials
Q3 2019 Filed on Nov 05, 2019
150
$46.61 - $56.71 $6.99K - $8.51K
STT
State Street Corp

Financial Services
Q3 2019 Filed on Nov 05, 2019
100
$48.81 - $61.15 $4.88K - $6.12K
AMX
America Movil Sab De Cv

Communication Services
Q3 2019 Filed on Nov 05, 2019
1,180
$13.06 - $15.39 $15.4K - $18.2K
AEE
Ameren Corp

Utilities
Q3 2019 Filed on Nov 05, 2019
1,922
$74.21 - $80.38 $143K - $154K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q3 2019 Filed on Nov 05, 2019
95
$74.49 - $92.02 $7.08K - $8.74K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q3 2019 Filed on Nov 05, 2019
129
$58.19 - $58.86 $7.51K - $7.59K
J Alexanders Hldgs Inc
Q3 2019 Filed on Nov 05, 2019
5
N/A
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