Global Wealth Management Investment Advisory, Inc. Closed Holding Positions

Global Wealth Management Investment Advisory, Inc.

  • $516 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ICF
Ishares Tr

ETFs
Q4 2019 Filed on Feb 14, 2020
0
$56.25 - $61.04 $0 - $0
IRM
Iron Mountain Inc

Real Estate
Q4 2019 Filed on Feb 14, 2020
13
$31.39 - $34.37 $408 - $447
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
Q4 2019 Filed on Feb 14, 2020
297
$26.57 - $28.31 $7.89K - $8.41K
Gw Pharmaceuticals PLC
Q4 2019 Filed on Feb 14, 2020
38
N/A
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q4 2019 Filed on Feb 14, 2020
9
$166.71 - $223.91 $1.5K - $2.02K
GDV
Gabelli Dividend & Income Trust

Financial Services
Q4 2019 Filed on Feb 14, 2020
323
$20.23 - $22.01 $6.53K - $7.11K
WDC
Western Digital Corp

Technology
Q4 2019 Filed on Feb 14, 2020
11
$47.39 - $63.47 $521 - $698
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
130
$9.16 - $9.77 $1.19K - $1.27K
BILI
Bilibili Inc.

Communication Services
Q4 2019 Filed on Feb 14, 2020
1,000
$13.44 - $18.62 $13.4K - $18.6K
FXD
First Tr Exchange Traded Fd

ETFs
Q4 2019 Filed on Feb 14, 2020
732
$40.53 - $45.6 $29.7K - $33.4K
REZI
Resideo Technologies, Inc.

Industrials
Q4 2019 Filed on Feb 14, 2020
3
$8.77 - $15.23 $26.3 - $45.7
Western Asset Mtg Cap Corp
Q4 2019 Filed on Feb 14, 2020
405
N/A
FEN
First Trust Energy Income & Growth Fund

Financial Services
Q4 2019 Filed on Feb 14, 2020
51
$20.12 - $22.87 $1.03K - $1.17K
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
250
$7.87 - $10.47 $1.97K - $2.62K
FCO
Aberdeen Global Income Fund Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
452
$7.78 - $8.48 $3.52K - $3.83K
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2019 Filed on Feb 14, 2020
150
$13.5 - $15.6 $2.03K - $2.34K
PPG
Ppg Industries Inc

Basic Materials
Q4 2019 Filed on Feb 14, 2020
5
$112.35 - $133.76 $562 - $669
Brookfield Property Partrs L
Q4 2019 Filed on Feb 14, 2020
8
N/A
Chesapeake Energy Corp
Q4 2019 Filed on Feb 14, 2020
5,000
N/A
Cimarex Energy CO
Q4 2019 Filed on Feb 14, 2020
4
N/A
CME
Cme Group Inc.

Financial Services
Q4 2019 Filed on Feb 14, 2020
13
$196.95 - $216.02 $2.56K - $2.81K
Concho Res Inc
Q4 2019 Filed on Feb 14, 2020
3
N/A
COO
Cooper Companies, Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
5
$281.18 - $322.05 $1.41K - $1.61K
Suntrust Bks Inc
Q4 2019 Filed on Feb 14, 2020
274
N/A
DVA
Davita Inc.

Healthcare
Q4 2019 Filed on Feb 14, 2020
7
$54.2 - $75.03 $379 - $525
Delphi Technologies PLC
Q4 2019 Filed on Feb 14, 2020
2
N/A
DFS
Discover Financial Services

Financial Services
Q4 2019 Filed on Feb 14, 2020
24
$75.17 - $86.7 $1.8K - $2.08K
BXP
Boston Properties Inc

Real Estate
Q4 2019 Filed on Feb 14, 2020
5
$125.44 - $139.87 $627 - $699
Bb&T Corp
Q4 2019 Filed on Feb 14, 2020
788
N/A
LNT
Alliant Energy Corp

Utilities
Q4 2019 Filed on Feb 14, 2020
12
$51.5 - $54.95 $618 - $659
AWK
American Water Works Company, Inc.

Utilities
Q4 2019 Filed on Feb 14, 2020
6
$115.38 - $125.78 $692 - $755
ABC
Amerisourcebergen Corp

Healthcare
Q4 2019 Filed on Feb 14, 2020
6
$80.17 - $90.64 $481 - $544
APH
Amphenol Corp

Technology
Q4 2019 Filed on Feb 14, 2020
21
$46.59 - $54.14 $978 - $1.14K
ADI
Analog Devices Inc

Technology
Q4 2019 Filed on Feb 14, 2020
22
$105.32 - $119.82 $2.32K - $2.64K
PKI
Perkinelmer Inc

Healthcare
Q4 2019 Filed on Feb 14, 2020
16
$79.1 - $97.45 $1.27K - $1.56K
Apergy Corp
Q4 2019 Filed on Feb 14, 2020
3
N/A
AZO
Autozone Inc

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
2
$1049.5 - $1250.0 $2.1K - $2.5K
AVB
Avalonbay Communities Inc

Real Estate
Q4 2019 Filed on Feb 14, 2020
8
$206.64 - $222.04 $1.65K - $1.78K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
19
$65.41 - $72.07 $1.24K - $1.37K
PAYX
Paychex Inc

Industrials
Q4 2019 Filed on Feb 14, 2020
19
$81.89 - $86.49 $1.56K - $1.64K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
6
$88.65 - $118.44 $532 - $711
SIVB
Svb Financial Group

Financial Services
Q4 2019 Filed on Feb 14, 2020
0
$188.33 - $254.21 $0 - $0
ETN
Eaton Corp PLC

Industrials
Q4 2019 Filed on Feb 14, 2020
17
$76.25 - $95.13 $1.3K - $1.62K
ES
Eversource Energy

Utilities
Q4 2019 Filed on Feb 14, 2020
23
$79.19 - $86.2 $1.82K - $1.98K
Federal Realty Invt Tr
Q4 2019 Filed on Feb 14, 2020
5
N/A
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2019 Filed on Feb 14, 2020
15
$125.44 - $139.75 $1.88K - $2.1K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
2
$8.82 - $12.1 $17.6 - $24.2
Talend S A
Q4 2019 Filed on Feb 14, 2020
100
N/A
MPC
Marathon Petroleum Corp

Energy
Q4 2019 Filed on Feb 14, 2020
29
$57.11 - $68.02 $1.66K - $1.97K
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