Global Wealth Management Investment Advisory, Inc. Closed Holding Positions

Global Wealth Management Investment Advisory, Inc.

  • $490 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
RPRX
Royalty Pharma PLC

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$38.56 - $48.36 $3.86K - $4.84K
RH
Rh

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
15
$255.33 - $385.46 $3.83K - $5.78K
RDFN
Redfin Corp

Real Estate
Q3 2020 Filed on Nov 16, 2020
150
$35.54 - $52.0 $5.33K - $7.8K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 16, 2020
100
$35.48 - $40.83 $3.55K - $4.08K
ZS
Zscaler, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
100
$110.21 - $159.36 $11K - $15.9K
VIRT
Virtu Financial, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
31
$21.9 - $27.74 $679 - $860
VGR
Vector Group LTD

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
33
$8.43 - $10.5 $278 - $347
KN
Knowles Corp

Technology
Q3 2020 Filed on Nov 16, 2020
100
$14.28 - $16.04 $1.43K - $1.6K
Landcadia Hldgs Ii Inc
Q3 2020 Filed on Nov 16, 2020
100
N/A
Livongo Health Inc
Q3 2020 Filed on Nov 16, 2020
75
N/A
TRUP
Trupanion, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
6
$42.89 - $78.9 $257 - $473
PCH
Potlatchdeltic Corp

Real Estate
Q3 2020 Filed on Nov 16, 2020
8
$37.56 - $47.48 $300 - $380
Parsley Energy Inc
Q3 2020 Filed on Nov 16, 2020
300
N/A
MSCI
Msci Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
8
$339.25 - $394.0 $2.71K - $3.15K
MC
Moelis & CO

Financial Services
Q3 2020 Filed on Nov 16, 2020
6
$28.95 - $35.14 $174 - $211
Blackrock Munihlds Invstm Ql
Q3 2020 Filed on Nov 16, 2020
950
N/A
LFCR
Lifecore Biomedical Inc Com
Q3 2020 Filed on Nov 16, 2020
300
N/A
DOV
Dover Corp

Industrials
Q3 2020 Filed on Nov 16, 2020
17
$94.86 - $115.38 $1.61K - $1.96K
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
EDRY
Euro Dry Ltd.

Industrials
Q3 2020 Filed on Nov 16, 2020
4
$3.47 - $5.83 $13.9 - $23.3
PGR
Progressive Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
23
$77.37 - $97.36 $1.78K - $2.24K
LITE
Lumentum Holdings Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
52
$70.25 - $95.56 $3.65K - $4.97K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q3 2020 Filed on Nov 16, 2020
42
$52.87 - $65.78 $2.22K - $2.76K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q3 2020 Filed on Nov 16, 2020
242
$35.03 - $41.67 $8.48K - $10.1K
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
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
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
257
$16.99 - $18.73 $4.37K - $4.81K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
125
$60.0 - $83.21 $7.5K - $10.4K
Royal Dutch Shell PLC
Q3 2020 Filed on Nov 16, 2020
121
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
7
$517.69 - $633.05 $3.62K - $4.43K
KEY
Keycorp

Financial Services
Q3 2020 Filed on Nov 16, 2020
3,778
$11.03 - $13.08 $41.7K - $49.4K
FXG
First Tr Exchange Traded First

ETFs
Q3 2020 Filed on Nov 16, 2020
9
$45.52 - $50.08 $410 - $451
CLX
Clorox CO

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
50
$206.85 - $237.74 $10.3K - $11.9K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
1
$59.07 - $90.11 $59.1 - $90.1
Colony Cr Real Estate Inc
Q3 2020 Filed on Nov 16, 2020
2,904
N/A
COUP
Coupa Software Inc

Technology
Q3 2020 Filed on Nov 16, 2020
140
$243.24 - $344.42 $34.1K - $48.2K
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$78.5 - $100.64 $7.85K - $10.1K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
75
$18.45 - $19.5 $1.38K - $1.46K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q3 2020 Filed on Nov 16, 2020
11
$25.85 - $32.23 $284 - $355
NRZ
New Residential Investment Corp.

Real Estate
Q3 2020 Filed on Nov 16, 2020
59
$6.49 - $8.39 $383 - $495
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
442
$16.2 - $19.3 $7.16K - $8.53K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 16, 2020
48
$61.98 - $67.45 $2.98K - $3.24K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q3 2020 Filed on Nov 16, 2020
242
$100.38 - $113.96 $24.3K - $27.6K
NGG
National Grid PLC

Utilities
Q3 2020 Filed on Nov 16, 2020
948
$53.5 - $60.26 $50.7K - $57.1K
MSM
Msc Industrial Direct CO Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
100
$60.65 - $74.87 $6.07K - $7.49K
MDB
Mongo Db, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
130
$191.68 - $250.72 $24.9K - $32.6K
Track This Portfolio

Track Global Wealth Management Investment Advisory, Inc. Portfolio

Follow Global Wealth Management Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email