Doyle Wealth Management Closed Holding Positions

Doyle Wealth Management

  • $1.16 Billion
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
CSWI
Csw Industrials, Inc.

Industrials
Q3 2019 Filed on Nov 05, 2019
78
$65.38 - $71.22 $5.1K - $5.56K
LEG
Leggett & Platt Inc

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
550
$36.33 - $42.18 $20K - $23.2K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q3 2019 Filed on Nov 05, 2019
271
$9.62 - $10.1 $2.61K - $2.74K
IYR
Ishares Tr

ETFs
Q3 2019 Filed on Nov 05, 2019
193
$91.54 - $93.76 $17.7K - $18.1K
WOR
Worthington Industries Inc

Industrials
Q3 2019 Filed on Nov 05, 2019
520
$33.36 - $40.87 $17.3K - $21.3K
Biolinerx LTD
Q3 2019 Filed on Nov 05, 2019
3,060
N/A
IJT
Ishares S&P Small Cap 600 Grow

ETFs
Q3 2019 Filed on Nov 05, 2019
315
$86.64 - $92.93 $27.3K - $29.3K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q3 2019 Filed on Nov 05, 2019
857
$8.72 - $9.22 $7.47K - $7.9K
K
Kellogg CO

Consumer Defensive
Q3 2019 Filed on Nov 05, 2019
214
$53.31 - $64.43 $11.4K - $13.8K
ZION
Zions Bancorporation, National Association

Financial Services
Q3 2019 Filed on Nov 05, 2019
827
$39.2 - $46.38 $32.4K - $38.4K
REZI
Resideo Technologies, Inc.

Industrials
Q3 2019 Filed on Nov 05, 2019
3,063
$13.09 - $21.97 $40.1K - $67.3K
VOYA
Voya Financial, Inc.

Financial Services
Q3 2019 Filed on Nov 05, 2019
765
$48.12 - $57.29 $36.8K - $43.8K
AAL
American Airlines Group Inc.

Industrials
Q3 2019 Filed on Nov 05, 2019
256
$24.45 - $34.59 $6.26K - $8.86K
MS
Morgan Stanley

Financial Services
Q3 2019 Filed on Nov 05, 2019
1,736
$39.1 - $45.74 $67.9K - $79.4K
INTU
Intuit Inc

Technology
Q3 2019 Filed on Nov 05, 2019
200
$263.19 - $292.31 $52.6K - $58.5K
Frontier Communications Corp
Q3 2019 Filed on Nov 05, 2019
4
N/A
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q3 2019 Filed on Nov 05, 2019
241
$25.37 - $25.65 $6.11K - $6.18K
SPH
Suburban Propane Partners LP

Utilities
Q3 2019 Filed on Nov 05, 2019
543
$22.39 - $24.56 $12.2K - $13.3K
WHR
Whirlpool Corp

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
244
$129.17 - $158.36 $31.5K - $38.6K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q3 2019 Filed on Nov 05, 2019
1,200
$106.5 - $146.32 $128K - $176K
OGE
Oge Energy Corp.

Utilities
Q3 2019 Filed on Nov 05, 2019
1,228
$41.96 - $45.43 $51.5K - $55.8K
SRE
Sempra Energy

Utilities
Q3 2019 Filed on Nov 05, 2019
432
$132.12 - $147.61 $57.1K - $63.8K
VLT
Invesco High Income Trust Ii

Financial Services
Q3 2019 Filed on Nov 05, 2019
437
$14.13 - $14.61 $6.17K - $6.38K
Hospitality Pptys Tr
Q3 2019 Filed on Nov 05, 2019
71
N/A
BNDX
Vanguard Total International B

ETFs
Q3 2019 Filed on Nov 05, 2019
666
$58.16 - $58.93 $38.7K - $39.2K
ILPT
Industrial Logistics Properties Trust

Real Estate
Q3 2019 Filed on Nov 05, 2019
100
$20.41 - $22.0 $2.04K - $2.2K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q3 2019 Filed on Nov 05, 2019
883
$49.02 - $57.44 $43.3K - $50.7K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
88
$110.45 - $156.36 $9.72K - $13.8K
BIIB
Biogen Inc.

Healthcare
Q3 2019 Filed on Nov 05, 2019
170
$217.44 - $243.88 $37K - $41.5K
HDV
Ishares Core High Dividend ETF

ETFs
Q3 2019 Filed on Nov 05, 2019
1,029
$90.65 - $95.92 $93.3K - $98.7K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q3 2019 Filed on Nov 05, 2019
112
$41.69 - $42.7 $4.67K - $4.78K
SKYY
First Trust Cloud Computing Et

ETFs
Q3 2019 Filed on Nov 05, 2019
300
$55.87 - $58.21 $16.8K - $17.5K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q3 2019 Filed on Nov 05, 2019
185
$38.32 - $39.31 $7.09K - $7.27K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
Q3 2019 Filed on Nov 05, 2019
210
$57.74 - $59.12 $12.1K - $12.4K
XLY
Select Sector Spdr Consumer Di

ETFs
Q3 2019 Filed on Nov 05, 2019
1,402
$119.52 - $123.67 $168K - $173K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q3 2019 Filed on Nov 05, 2019
1,025
$20.76 - $32.1 $21.3K - $32.9K
CRON
Cronos Group Inc.

Healthcare
Q3 2019 Filed on Nov 05, 2019
140
$9.05 - $16.02 $1.27K - $2.24K
BSX
Boston Scientific Corp

Healthcare
Q3 2019 Filed on Nov 05, 2019
30
$40.31 - $43.45 $1.21K - $1.3K
NNN
National Retail Properties, Inc.

Real Estate
Q3 2019 Filed on Nov 05, 2019
200
$51.69 - $57.68 $10.3K - $11.5K
DE
Deere & CO

Industrials
Q3 2019 Filed on Nov 05, 2019
317
$143.17 - $170.39 $45.4K - $54K
Royal Bk Scotland Group PLC
Q3 2019 Filed on Nov 05, 2019
51
N/A
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q3 2019 Filed on Nov 05, 2019
300
$25.08 - $25.94 $7.52K - $7.78K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q3 2019 Filed on Nov 05, 2019
662
$51.55 - $52.75 $34.1K - $34.9K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
Q3 2019 Filed on Nov 05, 2019
750
$7.89 - $8.5 $5.92K - $6.38K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
Q3 2019 Filed on Nov 05, 2019
1,248
$8.54 - $9.35 $10.7K - $11.7K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 05, 2019
50
$28.47 - $36.03 $1.42K - $1.8K
Red Hat Inc
Q3 2019 Filed on Nov 05, 2019
150
N/A
Slack Technologies Inc
Q3 2019 Filed on Nov 05, 2019
500
N/A
Chesapeake Energy Corp
Q3 2019 Filed on Nov 05, 2019
200
N/A
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