Winch Advisory Services, LLC Closed Holding Positions

Winch Advisory Services, LLC

$364 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
ALC Alcon Inc Healthcare	Q3 2019 Filed on Nov 13, 2019	51	$58.2 - $62.42 $2.97K - $3.18K
AMN Amn Healthcare Services Inc Healthcare	Q3 2019 Filed on Nov 13, 2019	131	$49.92 - $58.4 $6.54K - $7.65K
CRL Charles River Laboratories International, Inc. Healthcare	Q3 2019 Filed on Nov 13, 2019	12	$125.07 - $143.67 $1.5K - $1.72K
Cypress Semiconductor Corp Com	Q2 2019 Filed on Aug 07, 2019	100	N/A
KWEB Kraneshares Tr Csi China Inter ETFs	Q2 2019 Filed on Aug 07, 2019	18	N/A
XHE Spdr Ser Tr S&P Health Care Eq ETFs	Q2 2019 Filed on Aug 07, 2019	23	N/A
DLR Digital Realty Trust, Inc. Real Estate	Q2 2019 Filed on Aug 07, 2019	28	$112.8 - $124.88 $3.16K - $3.5K
SLYG Spdr S&P 600 Small Cap Growth ETFs	Q2 2019 Filed on Aug 07, 2019	52	N/A
PJP Invesco Exchange Traded Fd Tr ETFs	Q2 2019 Filed on Aug 07, 2019	30	N/A
STM St Microelectronics N.V. Technology	Q2 2019 Filed on Aug 07, 2019	51	$15.04 - $18.64 $767 - $951
RVNC Revance Therapeutics, Inc. Healthcare	Q2 2019 Filed on Aug 07, 2019	200	$10.67 - $15.49 $2.13K - $3.1K
Bemis CO Inc Com	Q2 2019 Filed on Aug 07, 2019	2,120	N/A
Dowdupont Inc Com	Q2 2019 Filed on Aug 07, 2019	6,014	N/A
GPMT Granite Point Mortgage Trust Inc. Real Estate	Q2 2019 Filed on Aug 07, 2019	52	$18.59 - $19.33 $967 - $1.01K
FXZ First Tr Exchange Traded Fd Fi ETFs	Q2 2019 Filed on Aug 07, 2019	103,035	$34.53 - $39.67 $3.56M - $4.09M
Ing Groep N.V. 6.375(Percent) Prf Perpetual Hybrid	Q2 2019 Filed on Aug 07, 2019	69	N/A
Ft 7671 Prime Income And 11/09/20	Q2 2019 Filed on Aug 07, 2019	1,457	N/A
Royal Dutch Shell Adr Sponsored	Q2 2019 Filed on Aug 07, 2019	42	N/A
FXH First Tr Exchange Trd Fd Healt ETFs	Q2 2019 Filed on Aug 07, 2019	49,479	$70.97 - $77.5 $3.51M - $3.83M
TD Toronto Dominion Bank Financial Services	Q2 2019 Filed on Aug 07, 2019	52	$54.65 - $58.36 $2.84K - $3.03K
Transcanada Corporation Com	Q2 2019 Filed on Aug 07, 2019	113	N/A
FXN First Tr Exchange Traded Fd Fi ETFs	Q2 2019 Filed on Aug 07, 2019	206,551	$10.44 - $13.78 $2.16M - $2.85M
FXR First Trust Industrials/Produc ETFs	Q2 2019 Filed on Aug 07, 2019	74,753	$38.75 - $42.4 $2.9M - $3.17M
HSBC Hsbc Holdings PLC Financial Services	Q2 2019 Filed on Aug 07, 2019	66	$40.64 - $44.7 $2.68K - $2.95K
MOS Mosaic CO Basic Materials	Q2 2019 Filed on Aug 07, 2019	14,910	$21.27 - $27.92 $317K - $416K
KARS Kraneshares Tr Elec Veh & Futu ETFs	Q2 2019 Filed on Aug 07, 2019	100	N/A
RFEM First Trust Iii Riverfront Dyn ETFs	Q1 2019 Filed on May 13, 2019	75	$54.85 - $63.98 $4.11K - $4.8K
REZI Resideo Technologies, Inc. Industrials	Q1 2019 Filed on May 13, 2019	7	$18.96 - $26.21 $133 - $183
VNQI Vanguard Global Ex U.S. Real ETFs	Q1 2019 Filed on May 13, 2019	56	N/A
Vectren Corporation Com	Q1 2019 Filed on May 13, 2019	100	N/A
DCO Ducommun Inc Industrials	Q1 2019 Filed on May 13, 2019	101	$34.92 - $46.27 $3.53K - $4.67K
EZU Ishares Inc Msci Eurozone ETF ETFs	Q1 2019 Filed on May 13, 2019	172	N/A
FPE First Tr Pfd Secs & Income ETF ETFs	Q1 2019 Filed on May 13, 2019	150	$17.98 - $19.09 $2.7K - $2.86K
Novavax Inc Com	Q1 2019 Filed on May 13, 2019	1,000	N/A
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	Q1 2019 Filed on May 13, 2019	117,241	N/A
DTE Dte Energy CO Utilities	Q1 2019 Filed on May 13, 2019	34	$91.82 - $107.16 $3.12K - $3.64K
FTSL First Trust Senior Ln Fund ETFs	Q1 2019 Filed on May 13, 2019	100	$45.5 - $47.68 $4.55K - $4.77K
FVD First Tr Value Line Divid Inde ETFs	Q1 2019 Filed on May 13, 2019	100	$28.59 - $32.53 $2.86K - $3.25K
Cleanspark Inc Com	Q1 2019 Filed on May 13, 2019	550	N/A
FTSM First Tr Enhanced Traded Fd Iv ETFs	Q1 2019 Filed on May 13, 2019	54,385	$59.84 - $60.09 $3.25M - $3.27M
Stamps.Com Inc Com	Q1 2019 Filed on May 13, 2019	12	N/A
Government Properties Incm Tr 1:4 R/S 1/2/19 38376 A103	Q1 2019 Filed on May 13, 2019	757	N/A
GOVT Ishares U.S. Treasury Bond ETF ETFs	Q1 2019 Filed on May 13, 2019	49,076	N/A
New Age Brands Inc Com	Q1 2019 Filed on May 13, 2019	2,900	N/A
GTX Garrett Motion Inc. Consumer Cyclical	Q1 2019 Filed on May 13, 2019	4	$11.55 - $16.96 $46.2 - $67.8
HBI Hanesbrands Inc. Consumer Cyclical	Q1 2019 Filed on May 13, 2019	355	$12.52 - $19.14 $4.44K - $6.79K
VREX Varex Imaging Corp Healthcare	Q4 2018 Filed on Feb 05, 2019	12	$21.85 - $27.91 $262 - $335
VTR Ventas, Inc. Real Estate	Q4 2018 Filed on Feb 05, 2019	148	$52.86 - $65.47 $7.82K - $9.69K
Sonic Corp Com	Q4 2018 Filed on Feb 05, 2019	10	N/A
Varian Medical Systems Inc Com	Q4 2018 Filed on Feb 05, 2019	31	N/A

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