Winch Advisory Services, LLC Closed Holding Positions

Winch Advisory Services, LLC

  • $345 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2020 Filed on Aug 12, 2020
2,032
$119.96 - $121.18 $244K - $246K
FNV
Franco Nevada Corp

Basic Materials
Q2 2020 Filed on Aug 12, 2020
205
$102.73 - $150.66 $21.1K - $30.9K
PSX
Phillips 66

Energy
Q2 2020 Filed on Aug 12, 2020
69
$49.51 - $89.73 $3.42K - $6.19K
Apergy Corporation Com
Q2 2020 Filed on Aug 12, 2020
29
N/A
Allergan PLC Com
Q2 2020 Filed on Aug 12, 2020
50
N/A
Whiting Petroleum Corp Com
Q2 2020 Filed on Aug 12, 2020
106
N/A
United Technologies Corp Com
Q2 2020 Filed on Aug 12, 2020
4,421
N/A
Raytheon CO Com
Q2 2020 Filed on Aug 12, 2020
266
N/A
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Aug 12, 2020
72
$85.62 - $110.58 $6.16K - $7.96K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2020 Filed on Aug 12, 2020
84
$32.14 - $58.83 $2.7K - $4.94K
JNUG
Direxion Shs ETF Tr Daily Jr G

ETFs
Q2 2020 Filed on Aug 12, 2020
100
$42.0 - $110.33 $4.2K - $11K
AMGN
Amgen Inc

Healthcare
Q1 2020 Filed on May 13, 2020
15
$182.24 - $241.7 $2.73K - $3.63K
LIN
Linde PLC

Basic Materials
Q1 2020 Filed on May 13, 2020
15
$150.0 - $223.55 $2.25K - $3.35K
IEMG
Ishares Inc

ETFs
Q1 2020 Filed on May 13, 2020
40
$36.22 - $55.44 $1.45K - $2.22K
Eaton Vance Corp Com
Q1 2020 Filed on May 13, 2020
25
N/A
ACN
Accenture PLC

Technology
Q1 2020 Filed on May 13, 2020
17
$143.69 - $215.92 $2.44K - $3.67K
SUI
Sun Communities Inc

Real Estate
Q1 2020 Filed on May 13, 2020
17
$101.94 - $172.66 $1.73K - $2.94K
LHX
L3 Harris Technologies, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
20
$150.22 - $230.04 $3K - $4.6K
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2020 Filed on May 13, 2020
31
$77.61 - $125.25 $2.41K - $3.88K
CB
Chubb LTD

Financial Services
Q1 2020 Filed on May 13, 2020
21
$94.2 - $165.33 $1.98K - $3.47K
CI
Cigna Corp

Healthcare
Q1 2020 Filed on May 13, 2020
62
$130.06 - $222.56 $8.06K - $13.8K
IGV
Ishares Expanded Tech Software

ETFs
Q1 2020 Filed on May 13, 2020
9
$185.88 - $266.67 $1.67K - $2.4K
Senior Housing Property Trust N/C 1/2/20 25525 P107
Q1 2020 Filed on May 13, 2020
56
N/A
Choice Bancorp Inc 0.5:1 Exc 11/11/19 65406 E102
Q1 2020 Filed on May 13, 2020
1,000
N/A
Janus Detroit Street Trust Organics ETF
Q1 2020 Filed on May 13, 2020
183
N/A
URTY
Proshares Trust Proshrs Ultrap

ETFs
Q1 2020 Filed on May 13, 2020
142
$13.47 - $91.11 $1.91K - $12.9K
FMC
Fmc Corp

Basic Materials
Q1 2020 Filed on May 13, 2020
94
$59.82 - $108.29 $5.62K - $10.2K
IQ
I Qiyi, Inc.

Communication Services
Q1 2020 Filed on May 13, 2020
35
$17.02 - $27.18 $596 - $951
Blackstone Group Inc Com Cl A
Q1 2020 Filed on May 13, 2020
432
N/A
TNA
Direxion Daily Small Cap Bull

ETFs
Q1 2020 Filed on May 13, 2020
189
$11.4 - $76.84 $2.15K - $14.5K
CHKP
Check Point Software Technologies LTD

Technology
Q1 2020 Filed on May 13, 2020
60
$82.05 - $119.28 $4.92K - $7.16K
HEES
H&E Equipment Services, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
2,078
$9.55 - $33.03 $19.8K - $68.6K
Invesco Exchange Traded Fd Tr Buyback Achiev ETF
Q1 2020 Filed on May 13, 2020
766
N/A
XPO
Xpo Logistics, Inc.

Industrials
Q1 2020 Filed on May 13, 2020
390
$23.68 - $57.69 $9.24K - $22.5K
Spdr Series Trust S&P Oilgas Exp ETF
Q1 2020 Filed on May 13, 2020
33,831
N/A
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2020 Filed on May 13, 2020
280
$18.96 - $33.37 $5.31K - $9.34K
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2020 Filed on May 13, 2020
100
$8.06 - $21.85 $806 - $2.19K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 12, 2020
14
$73.6 - $146.42 $1.03K - $2.05K
Celgene Corp Com
Q4 2019 Filed on Feb 12, 2020
847
N/A
TW
Tradeweb Markets Inc.

Financial Services
Q4 2019 Filed on Feb 12, 2020
12
$37.82 - $46.92 $454 - $563
Icc Intl Cannabis Corp Com
Q4 2019 Filed on Feb 12, 2020
4,900
N/A
IRDM
Iridium Communications Inc.

Communication Services
Q4 2019 Filed on Feb 12, 2020
76
$20.46 - $26.05 $1.55K - $1.98K
URI
United Rentals, Inc.

Industrials
Q4 2019 Filed on Feb 12, 2020
35
$109.2 - $169.82 $3.82K - $5.94K
SSL
Sasol LTD

Basic Materials
Q4 2019 Filed on Feb 12, 2020
185
$16.84 - $22.48 $3.12K - $4.16K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
Q4 2019 Filed on Feb 12, 2020
113
$15.17 - $16.67 $1.71K - $1.88K
FCG
First Tr Exchange Traded Fd

ETFs
Q4 2019 Filed on Feb 12, 2020
12,781
$9.96 - $12.13 $127K - $155K
HAL
Halliburton CO

Energy
Q4 2019 Filed on Feb 12, 2020
99
$18.17 - $24.89 $1.8K - $2.46K
PLD
Prologis, Inc.

Real Estate
Q3 2019 Filed on Nov 13, 2019
4
$78.64 - $86.44 $315 - $346
POOL
Pool Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
10
$182.37 - $202.92 $1.82K - $2.03K
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