Doyle Wealth Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-330
Closed -$30K 601
2019
Q2
$30K Buy
+330
New +$30K ﹤0.01% 454
2019
Q1
Sell
-629
Closed -$48K 583
2018
Q4
$48K Buy
+629
New +$48K 0.01% 363