DWM
Doyle Wealth Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $12.2M | Buy |
39,944
+1
| +0% | +$305 | 1.05% | 38 |
|
|
2022
Q2 | $13.5M | Buy |
39,943
+1,437
| +4% | +$484K | 1.09% | 35 |
|
|
2022
Q1 | $15.8M | Buy |
38,506
+912
| +2% | +$374K | 1.14% | 35 |
|
|
2021
Q4 | $17.7M | Buy |
37,594
+172
| +0.5% | +$81.2K | 1.27% | 32 |
|
|
2021
Q3 | $15.9M | Buy |
37,422
+330
| +0.9% | +$140K | 1.26% | 31 |
|
|
2021
Q2 | $15.2M | Buy |
37,092
+2,569
| +7% | +$1.05M | 1.26% | 32 |
|
|
2021
Q1 | $12.2M | Buy |
34,523
+31,773
| +1,155% | +$11.2M | 1.17% | 34 |
|
|
2020
Q4 | $904K | Sell |
2,750
-95
| -3% | -$31.2K | 0.09% | 106 |
|
|
2020
Q3 | $1.03M | Hold |
2,845
| – | – | 0.12% | 91 |
|
|
2020
Q2 | $937K | Hold |
2,845
| – | – | 0.12% | 86 |
|
|
2020
Q1 | $697K | Hold |
2,845
| – | – | 0.11% | 88 |
|
|
2019
Q4 | $777K | Hold |
2,845
| – | – | 0.1% | 95 |
|
|
2019
Q3 | $697K | Hold |
2,845
| – | – | 0.1% | 97 |
|
|
2019
Q2 | $648K | Hold |
2,845
| – | – | 0.09% | 96 |
|
|
2019
Q1 | $610K | Hold |
2,845
| – | – | 0.09% | 98 |
|
|
2018
Q4 | $483K | Sell |
2,845
-1,162
| -29% | -$197K | 0.08% | 103 |
|
|
2018
Q3 | $783K | Sell |
4,007
-881
| -18% | -$172K | 0.12% | 82 |
|
|
2018
Q2 | $997K | Hold |
4,888
| – | – | 0.16% | 70 |
|
|
2018
Q1 | $934K | Buy |
4,888
+2,245
| +85% | +$429K | 0.16% | 66 |
|
|
2017
Q4 | $448K | Hold |
2,643
| – | – | 0.08% | 106 |
|
|
2017
Q3 | $413K | Sell |
2,643
-2,245
| -46% | -$351K | 0.07% | 99 |
|
|
2017
Q2 | $714K | Buy |
4,888
+6
| +0.1% | +$876 | 0.13% | 69 |
|
|
2017
Q1 | $638K | Buy |
+4,882
| New | +$638K | 0.13% | 70 |
|