Global Wealth Management Investment Advisory, Inc. Closed Holding Positions

Global Wealth Management Investment Advisory, Inc.

  • $578 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
QLYS
Qualys, Inc.

Technology
Q4 2020 Filed on Feb 16, 2021
0
$87.85 - $125.48 $0 - $0
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
Q4 2020 Filed on Feb 16, 2021
500
$12.94 - $16.05 $6.47K - $8.03K
Unilever N V
Q4 2020 Filed on Feb 16, 2021
21,611
N/A
JAMF
Jamf Holding Corp.

Technology
Q4 2020 Filed on Feb 16, 2021
35
$29.46 - $36.75 $1.03K - $1.29K
Dunkin Brands Group Inc
Q4 2020 Filed on Feb 16, 2021
50
N/A
SYK
Stryker Corp

Healthcare
Q4 2020 Filed on Feb 16, 2021
17
$202.01 - $245.04 $3.43K - $4.17K
TTE
Total Energies Se

Energy
Q4 2020 Filed on Feb 16, 2021
277
$29.16 - $45.85 $8.08K - $12.7K
SNY
Sanofi

Healthcare
Q4 2020 Filed on Feb 16, 2021
217
$45.3 - $51.62 $9.83K - $11.2K
RDS-A
Shell PLC

Energy
Q4 2020 Filed on Feb 16, 2021
98
$21.96 - $36.93 $2.15K - $3.62K
RIO
Rio Tinto PLC

Basic Materials
Q4 2020 Filed on Feb 16, 2021
143
$55.42 - $76.61 $7.93K - $11K
SPMD
Spdr Portfolio

ETFs
Q4 2020 Filed on Feb 16, 2021
77
$33.07 - $40.57 $2.55K - $3.12K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q4 2020 Filed on Feb 16, 2021
144
$32.89 - $33.24 $4.74K - $4.79K
LRCX
Lam Research Corp

Technology
Q4 2020 Filed on Feb 16, 2021
15
$328.71 - $511.66 $4.93K - $7.67K
RYN
Rayonier Inc

Real Estate
Q4 2020 Filed on Feb 16, 2021
400
$25.38 - $30.66 $10.2K - $12.3K
Translate Bio Inc
Q4 2020 Filed on Feb 16, 2021
90
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2020 Filed on Feb 16, 2021
1
$39.03 - $45.5 $39 - $45.5
Bhp Group PLC
Q4 2020 Filed on Feb 16, 2021
186
N/A
Ubs Ag London Branch
Q4 2020 Filed on Feb 16, 2021
185
N/A
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
Q4 2020 Filed on Feb 16, 2021
575
$2.62 - $5.21 $1.51K - $3K
Credit Suisse Ag Nassau Brh
Q4 2020 Filed on Feb 16, 2021
107
N/A
ING
Ing Groep Nv

Financial Services
Q4 2020 Filed on Feb 16, 2021
719
$6.73 - $10.24 $4.84K - $7.36K
ASML
Asml Holding Nv

Technology
Q4 2020 Filed on Feb 16, 2021
27
$361.21 - $489.91 $9.75K - $13.2K
ABB
Abb LTD

Industrials
Q4 2020 Filed on Feb 16, 2021
401
$24.23 - $27.96 $9.72K - $11.2K
Apartment Invt &Mgmt CO
Q4 2020 Filed on Feb 16, 2021
1,694
N/A
Immunomedics Inc
Q4 2020 Filed on Feb 16, 2021
100
N/A
Diffusion Pharmaceuticals In
Q4 2020 Filed on Feb 16, 2021
1,000
N/A
RF
Regions Financial Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
1,500
$9.83 - $12.09 $14.7K - $18.1K
SDGR
Schrodinger, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$46.87 - $93.33 $4.69K - $9.33K
KRMD
Koru Medical Systems, Inc.

Healthcare
Q3 2020 Filed on Nov 16, 2020
200
$6.69 - $10.94 $1.34K - $2.19K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
563
$13.08 - $13.86 $7.36K - $7.8K
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
384
$7.6 - $9.58 $2.92K - $3.68K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
800
$13.57 - $16.01 $10.9K - $12.8K
YUM
Yum Brands Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
170
$86.38 - $97.98 $14.7K - $16.7K
LYFT
Lyft, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
40
$26.77 - $33.22 $1.07K - $1.33K
X
United States Steel Corp

Basic Materials
Q3 2020 Filed on Nov 16, 2020
100
$6.66 - $8.82 $666 - $882
STAA
Staar Surgical CO

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$45.65 - $61.81 $4.57K - $6.18K
T Mobile Us Inc
Q3 2020 Filed on Nov 16, 2020
3,035
N/A
Tortoise Acquisition Corp
Q3 2020 Filed on Nov 16, 2020
15
N/A
TYG
Tortoise Energy Infrastructure Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
116
$14.35 - $18.1 $1.66K - $2.1K
SCU
Sculptor Capital Management, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
167
$10.68 - $14.35 $1.78K - $2.4K
NVTA
Invitae Corp

Healthcare
Q3 2020 Filed on Nov 16, 2020
150
$28.43 - $44.67 $4.26K - $6.7K
RPRX
Royalty Pharma PLC

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$38.56 - $48.36 $3.86K - $4.84K
DDOG
Datadog, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
100
$75.28 - $102.16 $7.53K - $10.2K
VIAV
Viavi Solutions Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
12
$11.4 - $14.44 $137 - $173
Blackrock Munihlds Invstm Ql
Q3 2020 Filed on Nov 16, 2020
950
N/A
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q3 2020 Filed on Nov 16, 2020
132
$13.97 - $14.74 $1.84K - $1.95K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q3 2020 Filed on Nov 16, 2020
101
$6.99 - $9.3 $706 - $939
THC
Tenet Healthcare Corp

Healthcare
Q3 2020 Filed on Nov 16, 2020
57
$16.81 - $30.0 $958 - $1.71K
TEAM
Atlassian Corp PLC

Technology
Q3 2020 Filed on Nov 16, 2020
100
$160.75 - $196.41 $16.1K - $19.6K
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