Global Wealth Management Investment Advisory, Inc. Closed Holding Positions

Global Wealth Management Investment Advisory, Inc.

  • $578 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RH
Rh

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
15
$255.33 - $385.46 $3.83K - $5.78K
CHWY
Chewy, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
100
$45.96 - $70.1 $4.6K - $7.01K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2020 Filed on Nov 16, 2020
23
$161.12 - $171.57 $3.71K - $3.95K
Livongo Health Inc
Q3 2020 Filed on Nov 16, 2020
75
N/A
FAF
First American Financial Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
9
$46.34 - $55.72 $417 - $501
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
Q3 2020 Filed on Nov 16, 2020
100
$55.57 - $57.29 $5.56K - $5.73K
EVR
Evercore Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
5
$53.7 - $66.35 $269 - $332
Collaborative Investmnt Ser
Q3 2020 Filed on Nov 16, 2020
227
N/A
EQC
Equity Commonwealth

Real Estate
Q3 2020 Filed on Nov 16, 2020
11
$26.63 - $32.68 $293 - $359
RDFN
Redfin Corp

Real Estate
Q3 2020 Filed on Nov 16, 2020
150
$35.54 - $52.0 $5.33K - $7.8K
CIM
Chimera Investment Corp

Real Estate
Q3 2020 Filed on Nov 16, 2020
16
$8.2 - $9.46 $131 - $151
OHI
Omega Healthcare Investors Inc

Real Estate
Q3 2020 Filed on Nov 16, 2020
262
$29.24 - $33.37 $7.66K - $8.74K
MSM
Msc Industrial Direct CO Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
100
$60.65 - $74.87 $6.07K - $7.49K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
442
$16.2 - $19.3 $7.16K - $8.53K
IDCC
Inter Digital, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
500
$55.34 - $65.69 $27.7K - $32.8K
NRZ
New Residential Investment Corp.

Real Estate
Q3 2020 Filed on Nov 16, 2020
59
$6.49 - $8.39 $383 - $495
IEP
Icahn Enterprises L.P.

Industrials
Q3 2020 Filed on Nov 16, 2020
512
$47.65 - $57.7 $24.4K - $29.5K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q3 2020 Filed on Nov 16, 2020
9
$14.55 - $15.55 $131 - $140
CHTR
Charter Communications, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
7
$517.69 - $633.05 $3.62K - $4.43K
HEIA
Heico Crp Cl A
Q3 2020 Filed on Nov 16, 2020
472
N/A
Royal Dutch Shell PLC
Q3 2020 Filed on Nov 16, 2020
121
N/A
Colony Cr Real Estate Inc
Q3 2020 Filed on Nov 16, 2020
2,904
N/A
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
1,000
$14.47 - $21.85 $14.5K - $21.9K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 16, 2020
48
$61.98 - $67.45 $2.98K - $3.24K
NGG
National Grid PLC

Utilities
Q3 2020 Filed on Nov 16, 2020
948
$53.5 - $60.26 $50.7K - $57.1K
BSX
Boston Scientific Corp

Healthcare
Q3 2020 Filed on Nov 16, 2020
836
$34.44 - $42.23 $28.8K - $35.3K
Seagate Technology PLC
Q3 2020 Filed on Nov 16, 2020
185
N/A
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q3 2020 Filed on Nov 16, 2020
321
$32.09 - $36.38 $10.3K - $11.7K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
257
$16.99 - $18.73 $4.37K - $4.81K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
31
$25.33 - $32.43 $785 - $1.01K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
75
$24.69 - $27.81 $1.85K - $2.09K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
200
$22.78 - $29.68 $4.56K - $5.94K
CLX
Clorox CO

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
50
$206.85 - $237.74 $10.3K - $11.9K
FXG
First Tr Exchange Traded First

ETFs
Q3 2020 Filed on Nov 16, 2020
9
$45.52 - $50.08 $410 - $451
DOV
Dover Corp

Industrials
Q3 2020 Filed on Nov 16, 2020
17
$94.86 - $115.38 $1.61K - $1.96K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q3 2020 Filed on Nov 16, 2020
242
$35.03 - $41.67 $8.48K - $10.1K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q3 2020 Filed on Nov 16, 2020
42
$52.87 - $65.78 $2.22K - $2.76K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q3 2020 Filed on Nov 16, 2020
1,000
$15.2 - $16.37 $15.2K - $16.4K
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
3,452
$5.79 - $7.16 $20K - $24.7K
ETR
Entergy Corp

Utilities
Q3 2020 Filed on Nov 16, 2020
326
$94.83 - $105.7 $30.9K - $34.5K
EOG
Eog Resources Inc

Energy
Q3 2020 Filed on Nov 16, 2020
200
$35.94 - $50.89 $7.19K - $10.2K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
75
$18.45 - $19.5 $1.38K - $1.46K
PRTA
Prothena Corp Public LTD CO

Healthcare
Q3 2020 Filed on Nov 16, 2020
7
$9.93 - $13.47 $69.5 - $94.3
PRU
Prudential Financial Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
21
$58.03 - $70.74 $1.22K - $1.49K
Office Depot Inc
Q3 2020 Filed on Nov 16, 2020
1,550
N/A
OKE
Oneok Inc

Energy
Q3 2020 Filed on Nov 16, 2020
8
$24.48 - $32.18 $196 - $257
CCOI
Cogent Communications Holdings, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
1
$59.07 - $90.11 $59.1 - $90.1
SPFF
Global X Superincome Preferred

ETFs
Q3 2020 Filed on Nov 16, 2020
221
$10.52 - $11.29 $2.32K - $2.5K
ADNT
Adient PLC

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
40
$15.3 - $18.68 $612 - $747
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