Doyle Wealth Management Closed Holding Positions

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
2
$56.24 - $57.07 $112 - $114
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q3 2019 Filed on Nov 05, 2019
201
$38.59 - $39.55 $7.76K - $7.95K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q3 2019 Filed on Nov 05, 2019
284
$19.01 - $19.16 $5.4K - $5.44K
CHGG
Chegg, Inc

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
29
$29.95 - $45.77 $869 - $1.33K
BGS
B&G Foods, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
222
$16.93 - $21.42 $3.76K - $4.76K
CPB
Campbell Soup CO

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
1,600
$40.12 - $47.15 $64.2K - $75.4K
VXF
Vanguard Extended Market ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
583
$115.84 - $119.58 $67.5K - $69.7K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
Q3 2019 Filed on Nov 05, 2019
436
$9.36 - $9.85 $4.08K - $4.29K
IWC
Russell Micro Cap ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
16
$84.33 - $93.69 $1.35K - $1.5K
MAIN
Main Street Capital Corp

Financial Services
Q3 2019 Filed on Nov 05, 2019
200
$40.9 - $44.34 $8.18K - $8.87K
SOXX
Ishares Semiconductor ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
50
$193.67 - $220.43 $9.68K - $11K
AGCO
Agco Corp

Industrials
Q3 2019 Filed on Nov 05, 2019
1,000
$64.14 - $80.21 $64.1K - $80.2K
SAGE
Sage Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Nov 05, 2019
100
$140.29 - $189.96 $14K - $19K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q3 2019 Filed on Nov 05, 2019
512
$106.71 - $109.19 $54.6K - $55.9K
SHOP
Shopify Inc.

Technology
Q3 2019 Filed on Nov 05, 2019
148
$29.55 - $40.7 $4.37K - $6.02K
IQV
Iqvia Holdings Inc.

Healthcare
Q3 2019 Filed on Nov 05, 2019
8
$148.25 - $161.46 $1.19K - $1.29K
IXC
Ishares Tr Global Energy ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
345
$30.31 - $31.7 $10.5K - $10.9K
AMCR
Amcor PLC

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
1,739
$9.44 - $11.68 $16.4K - $20.3K
Pimco Income Opportunity Fd
Q3 2019 Filed on Nov 05, 2019
617
N/A
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
17
$61.97 - $70.26 $1.05K - $1.19K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
32
$35.81 - $47.57 $1.15K - $1.52K
SBAC
Sba Communications Corp

Real Estate
Q3 2019 Filed on Nov 05, 2019
6
$224.99 - $269.28 $1.35K - $1.62K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
870
$33.65 - $42.99 $29.3K - $37.4K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q3 2019 Filed on Nov 05, 2019
350
$27.15 - $27.52 $9.5K - $9.63K
HP
Helmerich & Payne, Inc.

Energy
Q3 2019 Filed on Nov 05, 2019
33
$36.36 - $52.15 $1.2K - $1.72K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q3 2019 Filed on Nov 05, 2019
38
$62.31 - $77.82 $2.37K - $2.96K
Ishares Tr
Q3 2019 Filed on Nov 05, 2019
304
N/A
EGHT
8 X8 Inc

Technology
Q3 2019 Filed on Nov 05, 2019
500
$20.72 - $26.44 $10.4K - $13.2K
ADSK
Autodesk, Inc.

Technology
Q3 2019 Filed on Nov 05, 2019
25
$140.08 - $174.19 $3.5K - $4.35K
FOX
Fox Corp Cl B (De)

Communication Services
Q3 2019 Filed on Nov 05, 2019
608
$31.47 - $34.22 $19.1K - $20.8K
NWN
Northwest Natural Holding CO

Utilities
Q3 2019 Filed on Nov 05, 2019
203
$68.92 - $72.03 $14K - $14.6K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
502
$10.92 - $15.6 $5.48K - $7.83K
IVZ
Invesco Ltd.

Financial Services
Q3 2019 Filed on Nov 05, 2019
92
$15.2 - $20.97 $1.4K - $1.93K
Halcon Res Corp
Q3 2019 Filed on Nov 05, 2019
20,000
N/A
United States Oil Fund LP
Q3 2019 Filed on Nov 05, 2019
100
N/A
FT
Franklin Universal Trust

Financial Services
Q3 2019 Filed on Nov 05, 2019
473
$7.24 - $7.6 $3.42K - $3.59K
RCKY
Rocky Brands, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
150
$27.35 - $33.23 $4.1K - $4.98K
BIDU
Baidu, Inc.

Communication Services
Q3 2019 Filed on Nov 05, 2019
130
$94.35 - $119.35 $12.3K - $15.5K
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2019 Filed on Nov 05, 2019
300
$27.31 - $28.2 $8.19K - $8.46K
Wpx Energy Inc
Q3 2019 Filed on Nov 05, 2019
499
N/A
Zayo Group Hldgs Inc
Q3 2019 Filed on Nov 05, 2019
55
N/A
LRGF
Ishares Tr

ETFs
Q3 2019 Filed on Nov 05, 2019
245
$31.79 - $32.53 $7.79K - $7.97K
FOXA
Fox Corp

Communication Services
Q3 2019 Filed on Nov 05, 2019
1,292
$31.44 - $37.82 $40.6K - $48.9K
GOLD
Barrick Gold Corp

Basic Materials
Q3 2019 Filed on Nov 05, 2019
501
$14.99 - $19.94 $7.51K - $9.99K
SABR
Sabre Corp

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
43
$22.18 - $25.13 $954 - $1.08K
UAL
United Airlines Holdings, Inc.

Industrials
Q3 2019 Filed on Nov 05, 2019
75
$81.62 - $95.28 $6.12K - $7.15K
THO
Thor Industries Inc

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
370
$42.72 - $59.68 $15.8K - $22.1K
MASI
Masimo Corp

Healthcare
Q3 2019 Filed on Nov 05, 2019
25
$145.61 - $159.87 $3.64K - $4K
CINF
Cincinnati Financial Corp

Financial Services
Q3 2019 Filed on Nov 05, 2019
156
$103.8 - $116.67 $16.2K - $18.2K
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