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
RDFN
Redfin Corp

Real Estate
Q3 2020 Filed on Nov 16, 2020
150
$35.54 - $52.0 $5.33K - $7.8K
Livongo Health Inc
Q3 2020 Filed on Nov 16, 2020
75
N/A
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
IIVI
Ii Vi Inc

Technology
Q3 2020 Filed on Nov 16, 2020
100
$36.49 - $52.43 $3.65K - $5.24K
INSG
Inseego Corp.

Technology
Q3 2020 Filed on Nov 16, 2020
800
$10.26 - $14.74 $8.21K - $11.8K
KN
Knowles Corp

Technology
Q3 2020 Filed on Nov 16, 2020
100
$14.28 - $16.04 $1.43K - $1.6K
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
Landcadia Hldgs Ii Inc
Q3 2020 Filed on Nov 16, 2020
100
N/A
Blackrock Munihlds Invstm Ql
Q3 2020 Filed on Nov 16, 2020
950
N/A
HEIA
Heico Crp Cl A
Q3 2020 Filed on Nov 16, 2020
472
N/A
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q3 2020 Filed on Nov 16, 2020
970
$31.77 - $35.05 $30.8K - $34K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
123
$21.34 - $22.09 $2.62K - $2.72K
VLT
Invesco High Income Trust Ii

Financial Services
Q3 2020 Filed on Nov 16, 2020
96
$11.83 - $12.83 $1.14K - $1.23K
IIM
Invesco Value Municipal Income Trust

Financial Services
Q3 2020 Filed on Nov 16, 2020
1,669
$14.4 - $15.42 $24K - $25.7K
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q3 2020 Filed on Nov 16, 2020
420
$69.81 - $80.47 $29.3K - $33.8K
IWC
Russell Micro Cap ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
170
$83.76 - $96.86 $14.2K - $16.5K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q3 2020 Filed on Nov 16, 2020
50
$66.21 - $69.64 $3.31K - $3.48K
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
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 16, 2020
48
$61.98 - $67.45 $2.98K - $3.24K
IEP
Icahn Enterprises L.P.

Industrials
Q3 2020 Filed on Nov 16, 2020
512
$47.65 - $57.7 $24.4K - $29.5K
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
1,000
$14.47 - $21.85 $14.5K - $21.9K
IDCC
Inter Digital, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
500
$55.34 - $65.69 $27.7K - $32.8K
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
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
442
$16.2 - $19.3 $7.16K - $8.53K
Royal Dutch Shell PLC
Q3 2020 Filed on Nov 16, 2020
121
N/A
SHV
Ishares Tr

ETFs
Q3 2020 Filed on Nov 16, 2020
104
$110.7 - $110.74 $11.5K - $11.5K
IDU
Ishares Tr U S Utils ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
110
$70.19 - $76.14 $7.72K - $8.38K
Ivy High Income Opportunitie
Q3 2020 Filed on Nov 16, 2020
2
N/A
MDB
Mongo Db, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
130
$191.68 - $250.72 $24.9K - $32.6K
MSM
Msc Industrial Direct CO Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
100
$60.65 - $74.87 $6.07K - $7.49K
NGG
National Grid PLC

Utilities
Q3 2020 Filed on Nov 16, 2020
948
$53.5 - $60.26 $50.7K - $57.1K
NRZ
New Residential Investment Corp.

Real Estate
Q3 2020 Filed on Nov 16, 2020
59
$6.49 - $8.39 $383 - $495
NWL
Newell Brands Inc.

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
3,434
$15.01 - $17.99 $51.5K - $61.8K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q3 2020 Filed on Nov 16, 2020
9
$14.55 - $15.55 $131 - $140
Office Depot Inc
Q3 2020 Filed on Nov 16, 2020
1,550
N/A
PGR
Progressive Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
23
$77.37 - $97.36 $1.78K - $2.24K
MIN
Mfs Intermediate Income Trust

Financial Services
Q3 2020 Filed on Nov 16, 2020
757
$3.73 - $3.92 $2.82K - $2.97K
MAT
Mattel Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
1,500
$9.83 - $11.86 $14.7K - $17.8K
JD
Jd.Com, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
125
$60.0 - $83.21 $7.5K - $10.4K
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
KEY
Keycorp

Financial Services
Q3 2020 Filed on Nov 16, 2020
3,778
$11.03 - $13.08 $41.7K - $49.4K
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