DWM
RA

Doyle Wealth Management’s Brookfield Real Assets Income Fund RA Stock Holding History

Doyle Wealth Management’s Portfolio RA Stock Details RA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-51,680
Closed -$1.07M – 244
2022
Q1 		$1.07M Buy
+51,680
New +$1.07M 0.08% 112
2019
Q1 		– Sell
-37
Closed -$1K – 601
2018
Q4 		$1K Buy
+37
New +$1K ﹤0.01% 838