Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EBAY
Ebay Inc

Consumer Cyclical
Q2 2022 Filed on Jul 12, 2022
8,550
$41.08 - $57.71 $351K - $493K
IBND
Spdr Bloomberg International C

ETFs
Q2 2022 Filed on Jul 12, 2022
10,500
$27.26 - $31.83 $286K - $334K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q1 2022 Filed on May 16, 2022
100
$33.68 - $38.62 $3.37K - $3.86K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q1 2022 Filed on May 16, 2022
65
$84.79 - $102.13 $5.51K - $6.64K
TLRY
Tilray Brands, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
150
$4.88 - $8.56 $732 - $1.28K
XPER
Xperi Holding Corp

Technology
Q1 2022 Filed on May 16, 2022
682
$15.84 - $19.64 $10.8K - $13.4K
MDT
Medtronic PLC

Healthcare
Q1 2022 Filed on May 16, 2022
63
$100.58 - $112.38 $6.34K - $7.08K
KMX
Carmax Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
1,319
$96.48 - $127.01 $127K - $168K
CACC
Credit Acceptance Corp

Financial Services
Q1 2022 Filed on May 16, 2022
77
$470.31 - $648.84 $36.2K - $50K
EAST
Eastside Distilling, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
2,200
$0.78 - $1.87 $1.72K - $4.11K
ILCB
Ishares Morningstar U.S. Equit

ETFs
Q1 2022 Filed on May 16, 2022
1,936
$57.72 - $66.76 $112K - $129K
OTIS
Otis Worldwide Corp

Industrials
Q1 2022 Filed on May 16, 2022
319
$71.98 - $86.95 $23K - $27.7K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
Q1 2022 Filed on May 16, 2022
500
$12.78 - $15.11 $6.39K - $7.56K
BIIB
Biogen Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
15
$193.77 - $244.14 $2.91K - $3.66K
CARR
Carrier Global Corp

Industrials
Q1 2022 Filed on May 16, 2022
640
$42.91 - $53.82 $27.5K - $34.4K
CCI
Crown Castle International Corp

Real Estate
Q1 2022 Filed on May 16, 2022
23
$159.93 - $207.74 $3.68K - $4.78K
GSPRD
Goldman Sachs Group, Inc (The)
Q1 2022 Filed on May 16, 2022
1,000
N/A
PHOT
Growlife, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
100
$0.02 - $0.03 $2 - $3
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
Q1 2022 Filed on May 16, 2022
1,440
$28.38 - $29.52 $40.9K - $42.5K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
Q1 2022 Filed on May 16, 2022
750
$72.8 - $84.71 $54.6K - $63.5K
NTAP
Net App, Inc.

Technology
Q1 2022 Filed on May 16, 2022
100
$77.33 - $95.48 $7.73K - $9.55K
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2022 Filed on May 16, 2022
50
$418.06 - $479.84 $20.9K - $24K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on May 16, 2022
300
$34.86 - $39.14 $10.5K - $11.7K
IHF
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
221
$260.34 - $290.96 $57.5K - $64.3K
Brickell Biotech Inc
Q1 2022 Filed on May 16, 2022
3,300
N/A
COP
Conocophillips

Energy
Q1 2022 Filed on May 16, 2022
154
$73.77 - $107.5 $11.4K - $16.6K
CSU.TO
Constellation Software Inc.

Technology
Q1 2022 Filed on May 16, 2022
98
N/A
Facedrive Inc.
Q1 2022 Filed on May 16, 2022
200
N/A
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2022 Filed on May 16, 2022
27
$39.95 - $43.09 $1.08K - $1.16K
QLV
Flexshares Us Quality Low Vola

ETFs
Q1 2022 Filed on May 16, 2022
500
$50.3 - $56.48 $25.2K - $28.2K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q1 2022 Filed on May 16, 2022
1,500
$22.56 - $25.61 $33.8K - $38.4K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
38
$33.02 - $41.86 $1.25K - $1.59K
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q1 2022 Filed on May 16, 2022
15
$286.24 - $317.79 $4.29K - $4.77K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q1 2022 Filed on May 16, 2022
29
$29.55 - $32.12 $857 - $931
VO
Vanguard Mid Cap ETF

ETFs
Q1 2022 Filed on May 16, 2022
10
$219.86 - $253.39 $2.2K - $2.53K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q1 2022 Filed on May 16, 2022
397
$51.69 - $57.18 $20.5K - $22.7K
J
Jacobs Engineering Group Inc

Industrials
Q1 2022 Filed on May 16, 2022
821
$117.51 - $142.55 $96.5K - $117K
LBRDK
Liberty Broadband Corp

Communication Services
Q1 2022 Filed on May 16, 2022
464
$134.94 - $161.48 $62.6K - $74.9K
RLI
Rli Corp

Financial Services
Q1 2022 Filed on May 16, 2022
1,300
$98.37 - $112.59 $128K - $146K
RDHL
Red Hill Biopharma Ltd.

Healthcare
Q1 2022 Filed on May 16, 2022
1,300
$1.65 - $3.12 $2.15K - $4.06K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
Q1 2022 Filed on May 16, 2022
2,480
$45.31 - $51.78 $112K - $128K
FNDC
Schwab Fundamental Intl Small

ETFs
Q1 2022 Filed on May 16, 2022
200
$33.24 - $38.0 $6.65K - $7.6K
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2022 Filed on May 16, 2022
100
$29.7 - $34.12 $2.97K - $3.41K
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on May 16, 2022
50
$166.75 - $332.01 $8.34K - $16.6K
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2022 Filed on May 16, 2022
65
$100.32 - $107.96 $6.52K - $7.02K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q1 2022 Filed on May 16, 2022
350
$74.15 - $88.3 $26K - $30.9K
UPS
United Parcel Service Inc

Industrials
Q1 2022 Filed on May 16, 2022
68
$194.83 - $232.11 $13.2K - $15.8K
XEL
Xcel Energy Inc

Utilities
Q1 2022 Filed on May 16, 2022
200
$64.83 - $72.32 $13K - $14.5K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
Q1 2022 Filed on May 16, 2022
225
$34.93 - $42.36 $7.86K - $9.53K
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