Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2022 Filed on May 16, 2022
25
$234.1 - $296.68 $5.85K - $7.42K
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
200
$56.78 - $71.43 $11.4K - $14.3K
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2022 Filed on May 16, 2022
15
$67.71 - $74.19 $1.02K - $1.11K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2022 Filed on May 16, 2022
20
$62.23 - $68.01 $1.24K - $1.36K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q1 2022 Filed on May 16, 2022
300
$107.24 - $115.01 $32.2K - $34.5K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
15
$6.2 - $8.02 $93 - $120
GS
Goldman Sachs Group Inc

Financial Services
Q1 2022 Filed on May 16, 2022
30
$321.37 - $407.48 $9.64K - $12.2K
WDAY
Workday, Inc.

Technology
Q1 2022 Filed on May 16, 2022
509
$213.01 - $263.72 $108K - $134K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2022 Filed on May 16, 2022
34
$57.34 - $65.89 $1.95K - $2.24K
USB
Us Bancorp \De\

Financial Services
Q1 2022 Filed on May 16, 2022
670
$52.65 - $63.25 $35.3K - $42.4K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on May 16, 2022
11
$99.96 - $115.1 $1.1K - $1.27K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2022 Filed on May 16, 2022
250
$77.77 - $81.19 $19.4K - $20.3K
VT
Vanguard Total World Stk Index

ETFs
Q1 2022 Filed on May 16, 2022
110
$93.8 - $108.09 $10.3K - $11.9K
VZ
Verizon Communications Inc

Communication Services
Q1 2022 Filed on May 16, 2022
2,820
$50.8 - $55.11 $143K - $155K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2022 Filed on May 16, 2022
369
$88.34 - $100.29 $32.6K - $37K
WMT
Walmart Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
154
$133.53 - $149.87 $20.6K - $23.1K
WFC
Wells Fargo & Company

Financial Services
Q1 2022 Filed on May 16, 2022
393
$45.81 - $59.06 $18K - $23.2K
Applied Materials Inc
Q1 2022 Filed on May 16, 2022
200
N/A
EWMC
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 16, 2022
23
N/A
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2022 Filed on May 16, 2022
442
$118.44 - $131.22 $52.4K - $58K
SWAV
Shockwave Medical, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
55
$127.96 - $207.36 $7.04K - $11.4K
EEMX
Spdr Idx Shs Fds Msci Emerging
Q1 2022 Filed on May 16, 2022
315
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2022 Filed on May 16, 2022
2,366
$58.18 - $67.99 $138K - $161K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on May 16, 2022
660
$73.24 - $157.01 $48.3K - $104K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q1 2022 Filed on May 16, 2022
25
$149.33 - $174.6 $3.73K - $4.37K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q1 2022 Filed on May 16, 2022
220
$83.25 - $85.49 $18.3K - $18.8K
IDV
Ishares Tr

ETFs
Q1 2022 Filed on May 16, 2022
500
$29.99 - $33.33 $15K - $16.7K
LMT
Lockheed Martin Corp

Industrials
Q1 2022 Filed on May 16, 2022
5
$354.36 - $466.15 $1.77K - $2.33K
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q1 2022 Filed on May 16, 2022
522
$59.12 - $68.36 $30.9K - $35.7K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q1 2022 Filed on May 16, 2022
610
$33.66 - $41.37 $20.5K - $25.2K
DOW
Dow Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
543
$56.62 - $64.7 $30.7K - $35.1K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2022 Filed on May 16, 2022
149
$66.84 - $79.66 $9.96K - $11.9K
NVO
Novo Nordisk A S

Healthcare
Q1 2022 Filed on May 16, 2022
832
$93.1 - $112.54 $77.5K - $93.6K
REZI
Resideo Technologies, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
25
$22.86 - $26.77 $572 - $669
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 16, 2022
75
$88.72 - $164.03 $6.65K - $12.3K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
Q1 2022 Filed on May 16, 2022
2,300
$53.11 - $62.8 $122K - $144K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on May 16, 2022
900
$41.54 - $50.85 $37.4K - $45.8K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
Q1 2022 Filed on May 16, 2022
41
$87.31 - $99.58 $3.58K - $4.08K
ALC
Alcon Inc

Healthcare
Q1 2022 Filed on May 16, 2022
32
$71.65 - $87.13 $2.29K - $2.79K
CTVA
Corteva, Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
543
$45.44 - $59.79 $24.7K - $32.5K
TRI
Thomson Reuters Corp

Industrials
Q1 2022 Filed on May 16, 2022
34
$98.37 - $117.16 $3.34K - $3.98K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
48
$108.97 - $135.76 $5.23K - $6.52K
CP
Canadian Pacific Railway LTD

Industrials
Q1 2022 Filed on May 16, 2022
432
$68.8 - $83.58 $29.7K - $36.1K
EPR
Epr Properties

Real Estate
Q1 2022 Filed on May 16, 2022
250
$42.56 - $56.0 $10.6K - $14K
EPRPRC
Epr Pptys 5.75 Ser C Cum Conv
Q1 2022 Filed on May 16, 2022
1,350
N/A
VOTE
Engine No 1 ETF Tr

ETFs
Q1 2022 Filed on May 16, 2022
600
$48.58 - $56.22 $29.1K - $33.7K
ETR
Entergy Corp

Utilities
Q1 2022 Filed on May 16, 2022
120
$102.32 - $117.04 $12.3K - $14K
EXC
Exelon Corp

Utilities
Q1 2022 Filed on May 16, 2022
519
$39.56 - $47.63 $20.5K - $24.7K
KROP
Global X Fds Global X Agtech &
Q1 2022 Filed on May 16, 2022
2,100
$17.45 - $20.23 $36.6K - $42.5K
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