Global Wealth Management Investment Advisory, Inc. Closed Holding Positions

Global Wealth Management Investment Advisory, Inc.

  • $482 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FAF
First American Financial Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
9
$46.34 - $55.72 $417 - $501
CIM
Chimera Investment Corp

Real Estate
Q3 2020 Filed on Nov 16, 2020
16
$8.2 - $9.46 $131 - $151
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q3 2020 Filed on Nov 16, 2020
9
$14.55 - $15.55 $131 - $140
EVR
Evercore Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
5
$53.7 - $66.35 $269 - $332
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2020 Filed on Nov 16, 2020
100
$78.5 - $100.64 $7.85K - $10.1K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q3 2020 Filed on Nov 16, 2020
84
$57.71 - $59.45 $4.85K - $4.99K
PGR
Progressive Corp

Financial Services
Q3 2020 Filed on Nov 16, 2020
23
$77.37 - $97.36 $1.78K - $2.24K
COUP
Coupa Software Inc

Technology
Q3 2020 Filed on Nov 16, 2020
140
$243.24 - $344.42 $34.1K - $48.2K
PRTA
Prothena Corp Public LTD CO

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

Healthcare
Q3 2020 Filed on Nov 16, 2020
600
$1.91 - $3.08 $1.15K - $1.85K
PRU
Prudential Financial Inc

Financial Services
Q3 2020 Filed on Nov 16, 2020
21
$58.03 - $70.74 $1.22K - $1.49K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q3 2020 Filed on Nov 16, 2020
1,000
$15.2 - $16.37 $15.2K - $16.4K
ARR
Armour Residential Reit, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
1,438
$8.89 - $9.97 $12.8K - $14.3K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2020 Filed on Nov 16, 2020
23
$161.12 - $171.57 $3.71K - $3.95K
MSCI
Msci Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
8
$339.25 - $394.0 $2.71K - $3.15K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q3 2020 Filed on Nov 16, 2020
101
$6.99 - $9.3 $706 - $939
MSM
Msc Industrial Direct CO Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
100
$60.65 - $74.87 $6.07K - $7.49K
PCH
Potlatchdeltic Corp

Real Estate
Q3 2020 Filed on Nov 16, 2020
8
$37.56 - $47.48 $300 - $380
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q3 2020 Filed on Nov 16, 2020
11
$26.26 - $27.96 $289 - $308
MIN
Mfs Intermediate Income Trust

Financial Services
Q3 2020 Filed on Nov 16, 2020
757
$3.73 - $3.92 $2.82K - $2.97K
Royal Dutch Shell PLC
Q3 2020 Filed on Nov 16, 2020
121
N/A
MC
Moelis & CO

Financial Services
Q3 2020 Filed on Nov 16, 2020
6
$28.95 - $35.14 $174 - $211
MAT
Mattel Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
1,500
$9.83 - $11.86 $14.7K - $17.8K
ETR
Entergy Corp

Utilities
Q3 2020 Filed on Nov 16, 2020
326
$94.83 - $105.7 $30.9K - $34.5K
MDB
Mongo Db, Inc.

Technology
Q3 2020 Filed on Nov 16, 2020
130
$191.68 - $250.72 $24.9K - $32.6K
NGG
National Grid PLC

Utilities
Q3 2020 Filed on Nov 16, 2020
948
$53.5 - $60.26 $50.7K - $57.1K
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q3 2020 Filed on Nov 16, 2020
3,452
$5.79 - $7.16 $20K - $24.7K
NRZ
New Residential Investment Corp.

Real Estate
Q3 2020 Filed on Nov 16, 2020
59
$6.49 - $8.39 $383 - $495
CHWY
Chewy, Inc.

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
100
$45.96 - $70.1 $4.6K - $7.01K
ATO
Atmos Energy Corp

Utilities
Q3 2020 Filed on Nov 16, 2020
264
$92.0 - $106.04 $24.3K - $28K
NWL
Newell Brands Inc.

Consumer Defensive
Q3 2020 Filed on Nov 16, 2020
3,434
$15.01 - $17.99 $51.5K - $61.8K
Parsley Energy Inc
Q3 2020 Filed on Nov 16, 2020
300
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
NBIX
Neurocrine Biosciences Inc

Healthcare
Q3 2020 Filed on Nov 16, 2020
50
$96.16 - $135.15 $4.81K - $6.76K
KIE
Spdr S&P Insurance ETF

ETFs
Q2 2020 Filed on Aug 12, 2020
39
$23.09 - $31.12 $901 - $1.21K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q2 2020 Filed on Aug 12, 2020
552
$58.18 - $58.86 $32.1K - $32.5K
TER
Teradyne, Inc

Technology
Q2 2020 Filed on Aug 12, 2020
100
$52.14 - $84.83 $5.21K - $8.48K
IQ
I Qiyi, Inc.

Communication Services
Q2 2020 Filed on Aug 12, 2020
200
$15.5 - $24.82 $3.1K - $4.96K
Pyxus Intl Inc
Q2 2020 Filed on Aug 12, 2020
5,200
N/A
LKNCY
Luckin Coffee Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 12, 2020
150
$1.38 - $26.2 $207 - $3.93K
Tpg Specialty Lending Inc
Q2 2020 Filed on Aug 12, 2020
112
N/A
NVCR
Novo Cure LTD

Healthcare
Q2 2020 Filed on Aug 12, 2020
100
$57.2 - $74.41 $5.72K - $7.44K
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
WES
Western Midstream Partners, LP

Energy
Q2 2020 Filed on Aug 12, 2020
0
$3.07 - $12.51 $0 - $0
IYG
Ishares Tr

ETFs
Q2 2020 Filed on Aug 12, 2020
100
$32.09 - $45.18 $3.21K - $4.52K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
Q2 2020 Filed on Aug 12, 2020
1,686
$17.54 - $21.76 $29.6K - $36.7K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q2 2020 Filed on Aug 12, 2020
731
$20.91 - $24.26 $15.3K - $17.7K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q2 2020 Filed on Aug 12, 2020
270
$43.4 - $55.44 $11.7K - $15K
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