DWM
PIV
Doyle Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-36,905
| Closed | -$1.1M | – | 191 |
|
|
2018
Q1 | $1.1M | Buy |
36,905
+1,869
| +5% | +$55.8K | 0.19% | 63 |
|
|
2017
Q4 | $1.07M | Sell |
35,036
-864
| -2% | -$26.3K | 0.18% | 61 |
|
|
2017
Q3 | $1.03M | Buy |
35,900
+1,223
| +4% | +$35.2K | 0.18% | 61 |
|
|
2017
Q2 | $970K | Buy |
34,677
+2,312
| +7% | +$64.7K | 0.18% | 61 |
|
|
2017
Q1 | $886K | Buy |
+32,365
| New | +$886K | 0.18% | 63 |
|