Greenwich Wealth Management LLC Closed Holding Positions

Greenwich Wealth Management LLC

  • $1.42 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CHCT
Community Healthcare Trust Inc

Real Estate
Q2 2021 Filed on Jul 27, 2021
6,001
$45.72 - $52.22 $274K - $313K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2021 Filed on Jul 27, 2021
4,870
$73.64 - $93.1 $359K - $453K
Knoll Inc
Q2 2021 Filed on Jul 27, 2021
10,834
N/A
XLI
Industrial Sector Spdr

ETFs
Q1 2021 Filed on May 06, 2021
5,490
$84.77 - $98.77 $465K - $542K
BBBY
Bed Bath & Beyond Inc

Consumer Cyclical
Q1 2021 Filed on May 06, 2021
17,800
$18.03 - $52.89 $321K - $941K
CORR
Cor Energy Infrastructure Trust, Inc.

Real Estate
Q1 2021 Filed on May 06, 2021
10,850
$6.66 - $9.81 $72.3K - $106K
PANW
Palo Alto Networks Inc

Technology
Q1 2021 Filed on May 06, 2021
625
$316.85 - $396.9 $198K - $248K
CTAS
Cintas Corp

Industrials
Q1 2021 Filed on May 06, 2021
625
$318.12 - $360.04 $199K - $225K
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2021 Filed on May 06, 2021
1,657
N/A
Fitbit Inc
Q3 2020 Filed on Oct 29, 2020
11,851
N/A
Mfa Finl Inc
Q3 2020 Filed on Oct 29, 2020
12,948
N/A
Legg Mason Inc
Q3 2020 Filed on Oct 29, 2020
244,309
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2020 Filed on Aug 11, 2020
5,500
$28.84 - $38.49 $159K - $212K
LOV
Spark Networks Se

Communication Services
Q2 2020 Filed on Aug 11, 2020
12,300
$2.43 - $3.92 $29.9K - $48.2K
Global X Fds
Q2 2020 Filed on Aug 11, 2020
65,170
N/A
Hertz Flobal Holdings Inc
Q2 2020 Filed on Aug 11, 2020
50,275
N/A
SWN
Southwestern Energy CO

Energy
Q2 2020 Filed on Aug 11, 2020
19,707
$1.63 - $3.8 $32.1K - $74.9K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on May 12, 2020
62,055
$10.01 - $15.25 $621K - $946K
Intrexon Corp
Q1 2020 Filed on May 12, 2020
50,001
N/A
LVHD
Franklin U.S. Low Volatility H

ETFs
Q1 2020 Filed on May 12, 2020
8,706
$21.7 - $34.63 $189K - $301K
PNTG
Pennant Group, Inc.

Healthcare
Q1 2020 Filed on May 12, 2020
7,391
$10.13 - $32.49 $74.9K - $240K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
Q1 2020 Filed on May 12, 2020
10,279
$9.43 - $16.36 $96.9K - $168K
RCII
Rent A Center Inc De

Industrials
Q1 2020 Filed on May 12, 2020
16,976
$12.07 - $31.1 $205K - $528K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q1 2020 Filed on May 12, 2020
10,650
$5.46 - $15.95 $58.1K - $170K
Chesapeake Energy Corp
Q1 2020 Filed on May 12, 2020
10,756
N/A
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
Q1 2020 Filed on May 12, 2020
5,951
$55.28 - $79.88 $329K - $475K
ILMN
Illumina, Inc.

Healthcare
Q1 2020 Filed on May 12, 2020
665
$209.2 - $335.53 $139K - $223K
Altaba Inc
Q4 2019 Filed on Feb 10, 2020
1,217,538
N/A
Transatlantic Petroleum LTD
Q4 2019 Filed on Feb 10, 2020
10,560
N/A
Ladenburg Thalman Fin Svcs I
Q4 2019 Filed on Feb 10, 2020
30,400
N/A
Nuveen Conn Prem Income Mun
Q4 2019 Filed on Feb 10, 2020
73,223
N/A
AMCR
Amcor PLC

Consumer Cyclical
Q3 2019 Filed on Nov 12, 2019
10,385
$9.44 - $11.68 $98K - $121K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
7,999
$28.68 - $31.46 $229K - $252K
NAVI
Navient Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
11,521
$12.32 - $15.09 $142K - $174K
JKHY
Henry Jack & Associates Inc

Technology
Q3 2019 Filed on Nov 12, 2019
1,781
$133.8 - $148.51 $238K - $264K
Ingersoll Rand Company LTD
Q3 2019 Filed on Nov 12, 2019
45,464
N/A
Hertz Flobal Holdings Inc
Q3 2019 Filed on Nov 12, 2019
16,765
N/A
FNB
Fnb Corp

Financial Services
Q3 2019 Filed on Nov 12, 2019
11,097
$10.39 - $12.21 $115K - $135K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
33,944
$22.54 - $22.82 $765K - $775K
Transatlantic Petroleum LTD
Q3 2019 Filed on Nov 12, 2019
10,560
N/A
PPL
Ppl Corp

Utilities
Q3 2019 Filed on Nov 12, 2019
6,667
$28.98 - $31.71 $193K - $211K
SYK
Stryker Corp

Healthcare
Q3 2019 Filed on Nov 12, 2019
1,410
$205.4 - $221.82 $290K - $313K
PIN
Invesco India ETF Trust India
Q3 2019 Filed on Nov 12, 2019
17,200
N/A
Micro Focus International Pl
Q3 2019 Filed on Nov 12, 2019
8,544
N/A
Avx Corp
Q3 2019 Filed on Nov 12, 2019
10,662
N/A
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2019 Filed on Nov 12, 2019
3,489
$111.75 - $113.28 $390K - $395K
BA
Boeing CO

Industrials
Q3 2019 Filed on Nov 12, 2019
638
$320.42 - $386.89 $204K - $247K
BAX
Baxter International Inc

Healthcare
Q2 2019 Filed on Aug 13, 2019
2,599
$73.44 - $82.41 $191K - $214K
Vermillion Inc
Q2 2019 Filed on Aug 13, 2019
241,121
N/A
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