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
LFCR
Lifecore Biomedical Inc Com
Q3 2020 Filed on Nov 16, 2020
300
N/A
LITE
Lumentum Holdings Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
52
$70.25 - $95.56 $3.65K - $4.97K
PRU
Prudential Financial Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
21
$58.03 - $70.74 $1.22K - $1.49K
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q3 2020 Filed on Nov 16, 2020
11
$25.85 - $32.23 $284 - $355
PRTA
Prothena Corp Public LTD CO

Healthcare
Q3 2020 Filed on Nov 16, 2020
7
$9.93 - $13.47 $69.5 - $94.3
OKE
Oneok Inc

Energy
Q3 2020 Filed on Nov 16, 2020
8
$24.48 - $32.18 $196 - $257
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
75
$24.69 - $27.81 $1.85K - $2.09K
CHTR
Charter Communications, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
7
$517.69 - $633.05 $3.62K - $4.43K
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
EOG
Eog Resources Inc

Energy
Q3 2020 Filed on Nov 16, 2020
200
$35.94 - $50.89 $7.19K - $10.2K
AXON
Axon Enterprise, Inc.

Industrials
Q3 2020 Filed on Nov 16, 2020
100
$79.23 - $100.34 $7.92K - $10K
BZUN
Baozun Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
100
$31.87 - $46.14 $3.19K - $4.61K
CAPD
Barclays Bank PLC

ETFs
Q3 2020 Filed on Nov 16, 2020
40
$14.28 - $16.4 $571 - $656
ETR
Entergy Corp

Utilities
Q3 2020 Filed on Nov 16, 2020
326
$94.83 - $105.7 $30.9K - $34.5K
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
3,452
$5.79 - $7.16 $20K - $24.7K
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$78.5 - $100.64 $7.85K - $10.1K
BSX
Boston Scientific Corp

Healthcare
Q3 2020 Filed on Nov 16, 2020
836
$34.44 - $42.23 $28.8K - $35.3K
COUP
Coupa Software Inc

Technology
Q3 2020 Filed on Nov 16, 2020
140
$243.24 - $344.42 $34.1K - $48.2K
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
31
$25.33 - $32.43 $785 - $1.01K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
Q3 2020 Filed on Nov 16, 2020
1
$59.07 - $90.11 $59.1 - $90.1
CLX
Clorox CO

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
50
$206.85 - $237.74 $10.3K - $11.9K
ATO
Atmos Energy Corp

Utilities
Q3 2020 Filed on Nov 16, 2020
264
$92.0 - $106.04 $24.3K - $28K
ATHX
Athersys, Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
600
$1.91 - $3.08 $1.15K - $1.85K
ARR
Armour Residential Reit, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
1,438
$8.89 - $9.97 $12.8K - $14.3K
SPFF
Global X Superincome Preferred

ETFs
Q3 2020 Filed on Nov 16, 2020
221
$10.52 - $11.29 $2.32K - $2.5K
EDRY
Euro Dry Ltd.

Industrials
Q3 2020 Filed on Nov 16, 2020
4
$3.47 - $5.83 $13.9 - $23.3
ASIX
Advan Six Inc.

Basic Materials
Q3 2020 Filed on Nov 16, 2020
3
$10.44 - $14.11 $31.3 - $42.3
American Intl Group Inc
Q3 2020 Filed on Nov 16, 2020
13
N/A
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
200
$22.78 - $29.68 $4.56K - $5.94K
Colony Cr Real Estate Inc
Q3 2020 Filed on Nov 16, 2020
2,904
N/A
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
75
$18.45 - $19.5 $1.38K - $1.46K
FXG
First Tr Exchange Traded First

ETFs
Q3 2020 Filed on Nov 16, 2020
9
$45.52 - $50.08 $410 - $451
MPLX
Mplx LP

Energy
Q2 2020 Filed on Aug 12, 2020
0
$11.4 - $21.3 $0 - $0
Aon PLC
Q2 2020 Filed on Aug 12, 2020
607
N/A
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q2 2020 Filed on Aug 12, 2020
17
$27.32 - $37.01 $464 - $629
JPIN
Jp Morgan Diversified Return I

ETFs
Q2 2020 Filed on Aug 12, 2020
66
$41.38 - $52.51 $2.73K - $3.47K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q2 2020 Filed on Aug 12, 2020
20
$35.07 - $41.21 $701 - $824
WES
Western Midstream Partners, LP

Energy
Q2 2020 Filed on Aug 12, 2020
0
$3.07 - $12.51 $0 - $0
ABIO
Arca Biopharma, Inc.

Healthcare
Q2 2020 Filed on Aug 12, 2020
28
$2.69 - $19.21 $75.3 - $538
Frontier Communications Corp
Q2 2020 Filed on Aug 12, 2020
70
N/A
BGR
Black Rock Energy & Resources Trust

Financial Services
Q2 2020 Filed on Aug 12, 2020
600
$6.21 - $8.39 $3.73K - $5.03K
NTR
Nutrien Ltd.

Basic Materials
Q2 2020 Filed on Aug 12, 2020
40
$31.28 - $39.07 $1.25K - $1.56K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q2 2020 Filed on Aug 12, 2020
270
$43.4 - $55.44 $11.7K - $15K
American Outdoor Brands Corp
Q2 2020 Filed on Aug 12, 2020
8
N/A
Centerstate Bk Corp
Q2 2020 Filed on Aug 12, 2020
9
N/A
BCE
Bce Inc

Communication Services
Q2 2020 Filed on Aug 12, 2020
43
$38.77 - $44.75 $1.67K - $1.92K
SWAV
Shockwave Medical, Inc.

Healthcare
Q2 2020 Filed on Aug 12, 2020
100
$27.25 - $47.53 $2.73K - $4.75K
Slack Technologies Inc
Q2 2020 Filed on Aug 12, 2020
200
N/A
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