Elmwood Wealth Management, Inc. Schwab Us Aggregate Bond ETF Transaction History

Elmwood Wealth Management, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$50.05 - $53.52 $2,002 - $2,140	-40 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$53.9 - $54.6 $53 - $54	1 Added 2.56%	40 $2,000
Q2 2020 Aug 13, 2020	SELL	$54.35 - $56.24 $7,445 - $7,704	-137 Reduced 77.84%	39 $2,000
Q1 2020 May 12, 2020	BUY	$50.33 - $56.09 $8,858 - $9,871	176 New	176 $0
Q4 2019 Feb 05, 2020	SELL	$53.21 - $54.14 $9,311 - $9,474	-175 Closed	0 $0
Q1 2019 May 22, 2019	SELL	N/A	-1 Reduced 0.57%	175 $9,000
Q1 2018 May 10, 2018	BUY	N/A	176 New	176 $8.98 Million

627

81.7M

100

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.