Doyle Wealth Management Closed Holding Positions

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q3 2019 Filed on Nov 05, 2019
50
$86.72 - $88.11 $4.34K - $4.41K
FV
First Trust Dorsey Wright Focu

ETFs
Q3 2019 Filed on Nov 05, 2019
97
$29.51 - $30.36 $2.86K - $2.94K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q3 2019 Filed on Nov 05, 2019
1,139
$54.39 - $55.76 $62K - $63.5K
ADP
Automatic Data Processing Inc

Industrials
Q3 2019 Filed on Nov 05, 2019
1,112
$157.77 - $173.27 $175K - $193K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
465
$38.59 - $39.52 $17.9K - $18.4K
Mannatech Inc
Q3 2019 Filed on Nov 05, 2019
70
N/A
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
Q3 2019 Filed on Nov 05, 2019
16
$32.52 - $39.94 $520 - $639
CPRT
Copart Inc

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
600
$73.4 - $83.44 $44K - $50.1K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q3 2019 Filed on Nov 05, 2019
500
$10.13 - $10.61 $5.07K - $5.31K
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q3 2019 Filed on Nov 05, 2019
1,154
$12.22 - $12.88 $14.1K - $14.9K
Ishares Gold Trust
Q3 2019 Filed on Nov 05, 2019
680
N/A
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q3 2019 Filed on Nov 05, 2019
78
$56.56 - $58.86 $4.41K - $4.59K
DORM
Dorman Products, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
30
$69.01 - $87.99 $2.07K - $2.64K
Cott Corp Que
Q3 2019 Filed on Nov 05, 2019
2,909
N/A
UNIT
Uniti Group Inc.

Real Estate
Q3 2019 Filed on Nov 05, 2019
220
$7.22 - $9.51 $1.59K - $2.09K
LFUS
Littelfuse Inc

Technology
Q3 2019 Filed on Nov 05, 2019
200
$151.35 - $190.59 $30.3K - $38.1K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2019 Filed on Nov 05, 2019
40
$84.39 - $91.13 $3.38K - $3.65K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2019 Filed on Nov 05, 2019
1,211
$35.28 - $36.01 $42.7K - $43.6K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
1,651
$79.13 - $93.29 $131K - $154K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q3 2019 Filed on Nov 05, 2019
1,297
$101.59 - $103.8 $132K - $135K
IEFA
Ishares Tr

ETFs
Q3 2019 Filed on Nov 05, 2019
1,389
$57.44 - $62.42 $79.8K - $86.7K
Varian Med Sys Inc
Q3 2019 Filed on Nov 05, 2019
560
N/A
IIVI
Ii Vi Inc

Technology
Q3 2019 Filed on Nov 05, 2019
1,500
$35.21 - $41.27 $52.8K - $61.9K
PKI
Perkinelmer Inc

Healthcare
Q3 2019 Filed on Nov 05, 2019
200
$79.44 - $98.79 $15.9K - $19.8K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2019 Filed on Nov 05, 2019
130
$76.25 - $83.86 $9.91K - $10.9K
XLU
Utilities Sector Spdr

ETFs
Q3 2019 Filed on Nov 05, 2019
170
$62.5 - $64.93 $10.6K - $11K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q3 2019 Filed on Nov 05, 2019
66
N/A
Nuveen North Carolina Qlty M
Q3 2019 Filed on Nov 05, 2019
3,300
N/A
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2019 Filed on Nov 05, 2019
447
$36.77 - $37.53 $16.4K - $16.8K
ETF Ser Solutions
Q3 2019 Filed on Nov 05, 2019
1,775
N/A
CCRN
Cross Country Healthcare Inc

Healthcare
Q3 2019 Filed on Nov 05, 2019
1,000
$8.78 - $10.98 $8.78K - $11K
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2019 Filed on Nov 05, 2019
111
$38.74 - $43.42 $4.3K - $4.82K
IXJ
Ishares Global Healthcare ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
715
$59.43 - $62.78 $42.5K - $44.9K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q3 2019 Filed on Nov 05, 2019
716
$15.48 - $16.61 $11.1K - $11.9K
Invesco Exch Trd Slf Idx Fd
Q3 2019 Filed on Nov 05, 2019
397
N/A
PRI
Primerica, Inc.

Financial Services
Q3 2019 Filed on Nov 05, 2019
450
$109.6 - $129.12 $49.3K - $58.1K
HR
Healthcare Realty Trust Inc

Real Estate
Q3 2019 Filed on Nov 05, 2019
71
$26.69 - $29.57 $1.89K - $2.1K
KBH
Kb Home

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
330
$25.27 - $34.0 $8.34K - $11.2K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
100
$49.43 - $61.22 $4.94K - $6.12K
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2019 Filed on Nov 05, 2019
280
$55.64 - $57.01 $15.6K - $16K
FIS
Fidelity National Information Services, Inc.

Technology
Q3 2019 Filed on Nov 05, 2019
264
$124.57 - $139.62 $32.9K - $36.9K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q3 2019 Filed on Nov 05, 2019
89
$101.63 - $104.28 $9.05K - $9.28K
WU
Western Union CO

Financial Services
Q3 2019 Filed on Nov 05, 2019
382
$19.98 - $23.76 $7.63K - $9.08K
CAH
Cardinal Health Inc

Healthcare
Q3 2019 Filed on Nov 05, 2019
186
$41.74 - $48.91 $7.76K - $9.1K
PDT
John Hancock Premium Dividend Fund

Financial Services
Q3 2019 Filed on Nov 05, 2019
200
$16.85 - $18.15 $3.37K - $3.63K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q3 2019 Filed on Nov 05, 2019
250
$56.54 - $58.42 $14.1K - $14.6K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 05, 2019
201
$36.21 - $37.05 $7.28K - $7.45K
SNLN
Highland Fds I Highland/Iboxx

ETFs
Q3 2019 Filed on Nov 05, 2019
220
$17.36 - $17.66 $3.82K - $3.89K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
Q3 2019 Filed on Nov 05, 2019
290
$34.72 - $36.3 $10.1K - $10.5K
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