Doyle Wealth Management Closed Holding Positions

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
Barclays Bk PLC
Q1 2019 Filed on May 13, 2019
1
N/A
AMBC
Ambac Financial Group Inc

Financial Services
Q1 2019 Filed on May 13, 2019
177
$17.54 - $20.37 $3.1K - $3.61K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q1 2019 Filed on May 13, 2019
15
N/A
Twenty First Centy Fox Inc
Q1 2019 Filed on May 13, 2019
3,977
N/A
Noble Corp PLC
Q1 2019 Filed on May 13, 2019
200
N/A
FDN
First Tr Fd Dow Jones

ETFs
Q1 2019 Filed on May 13, 2019
110
$114.08 - $142.11 $12.5K - $15.6K
Scana Corp New
Q1 2019 Filed on May 13, 2019
78
N/A
TGNA
Tegna Inc

Communication Services
Q1 2019 Filed on May 13, 2019
1,000
$10.93 - $14.98 $10.9K - $15K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
Q1 2019 Filed on May 13, 2019
234
$10.18 - $11.51 $2.38K - $2.69K
SCD
Lmp Capital & Income Fund Inc.

Financial Services
Q1 2019 Filed on May 13, 2019
47
$10.82 - $13.19 $509 - $620
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2019 Filed on May 13, 2019
205
N/A
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
Q1 2019 Filed on May 13, 2019
23
$19.0 - $22.38 $437 - $515
EXEL
Exelixis, Inc.

Healthcare
Q1 2019 Filed on May 13, 2019
1,200
$19.6 - $24.76 $23.5K - $29.7K
HQY
Healthequity, Inc.

Healthcare
Q1 2019 Filed on May 13, 2019
35
$52.86 - $84.51 $1.85K - $2.96K
LGFA
Lions Gate Entmt Corp Cl A Vtg
Q1 2019 Filed on May 13, 2019
62
N/A
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q1 2019 Filed on May 13, 2019
200
$9.64 - $10.59 $1.93K - $2.12K
Thl Cr Sr Ln Fd
Q1 2019 Filed on May 13, 2019
2,600
N/A
VCEL
Vericel Corp

Healthcare
Q1 2019 Filed on May 13, 2019
2,000
$16.23 - $20.29 $32.5K - $40.6K
NDSN
Nordson Corp

Industrials
Q1 2019 Filed on May 13, 2019
252
$112.76 - $139.67 $28.4K - $35.2K
TTE
Total Energies Se

Energy
Q1 2019 Filed on May 13, 2019
939
$52.79 - $58.65 $49.6K - $55.1K
JBGS
Jbg Smith Properties

Real Estate
Q1 2019 Filed on May 13, 2019
155
$34.39 - $41.59 $5.33K - $6.45K
Dun & Bradstreet Corp Del Ne
Q1 2019 Filed on May 13, 2019
458
N/A
IDE
Voya Infrastructure, Industrials & Materials Fund

Financial Services
Q1 2019 Filed on May 13, 2019
18
$11.1 - $12.76 $200 - $230
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2019 Filed on May 13, 2019
1,000
$19.69 - $22.72 $19.7K - $22.7K
Tesaro Inc
Q1 2019 Filed on May 13, 2019
220
N/A
AGNC
Agnc Investment Corp.

Real Estate
Q1 2019 Filed on May 13, 2019
400
$17.55 - $18.14 $7.02K - $7.26K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2019 Filed on May 13, 2019
417
$51.42 - $65.6 $21.4K - $27.4K
Dreyfus Mun Income Inc
Q1 2019 Filed on May 13, 2019
1,224
N/A
Spdr Series Trust
Q1 2019 Filed on May 13, 2019
1,865
N/A
BWA
Borgwarner Inc

Consumer Cyclical
Q1 2019 Filed on May 13, 2019
2,800
$34.07 - $41.96 $95.4K - $117K
Barclays Bank PLC
Q4 2018 Filed on Feb 08, 2019
8,680
N/A
Blackrock Munihlds Invstm Ql
Q4 2018 Filed on Feb 08, 2019
13,588
N/A
Aetna Inc New
Q4 2018 Filed on Feb 08, 2019
2,031
N/A
Nrg Yield Inc
Q3 2018 Filed on Nov 08, 2018
65,807
N/A
USA
Liberty All Star Equity Fund

Financial Services
Q2 2018 Filed on Aug 08, 2018
23,618
$6.01 - $6.64 $142K - $157K
Powershares ETF Trust
Q2 2018 Filed on Aug 08, 2018
36,905
N/A
LEN
Lennar Corp

Consumer Cyclical
Q2 2018 Filed on Aug 08, 2018
3,540
$49.22 - $64.0 $174K - $227K
Powershares Qqq Trust
Q2 2018 Filed on Aug 08, 2018
4,192
N/A
Calatlantic Group Inc
Q1 2018 Filed on May 11, 2018
4,000
N/A
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
Q1 2018 Filed on May 11, 2018
10,413
$14.34 - $15.83 $149K - $165K
Credit Suisse Nassau Brh
Q1 2018 Filed on May 11, 2018
20,000
N/A
Proshares Tr
Q4 2017 Filed on Feb 07, 2018
12,000
N/A
Fxcm Inc
Q4 2017 Filed on Feb 07, 2018
10,000
N/A
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