Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $228 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CTEC
Global X Fds Cleantech ETF

ETFs
Q1 2022 Filed on May 16, 2022
2,500
$13.71 - $17.89 $34.3K - $44.7K
MLPA
Global X Mlp ETF

ETFs
Q1 2022 Filed on May 16, 2022
500
$36.07 - $40.74 $18K - $20.4K
CKHUY
Ck Hutchison Holdings Limited

Industrials
Q1 2022 Filed on May 16, 2022
205
$6.55 - $7.65 $1.34K - $1.57K
BSMX
Banco Santander Mexico S.A., Institucion De Banca Multiple, Grupo Financiero Santander Mexico

Financial Services
Q1 2022 Filed on May 16, 2022
500
$5.0 - $5.8 $2.5K - $2.9K
TD
Toronto Dominion Bank

Financial Services
Q1 2022 Filed on May 16, 2022
200
$74.69 - $85.0 $14.9K - $17K
UL
Unilever PLC

Consumer Defensive
Q1 2022 Filed on May 16, 2022
250
$43.71 - $54.29 $10.9K - $13.6K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
66
$42.34 - $62.92 $2.79K - $4.15K
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 16, 2022
500
N/A
CFMS
Conformis Inc

Healthcare
Q1 2022 Filed on May 16, 2022
600
$0.56 - $0.83 $336 - $498
AMRS
Amyris, Inc.

Basic Materials
Q1 2022 Filed on May 16, 2022
150
$3.92 - $5.86 $588 - $879
AIP
Arteris, Inc.

Technology
Q1 2022 Filed on May 16, 2022
500
$11.51 - $21.36 $5.76K - $10.7K
APAM
Artisan Partners Asset Management Inc.

Financial Services
Q1 2022 Filed on May 16, 2022
2,764
$34.2 - $47.62 $94.5K - $132K
SAN
Banco Santander, S.A.

Financial Services
Q1 2022 Filed on May 16, 2022
192
$2.8 - $3.98 $538 - $764
BUG
Global X Fds Cybersecurity ETF

ETFs
Q1 2022 Filed on May 16, 2022
500
$26.74 - $31.76 $13.4K - $15.9K
KJUL
Innovator U.S. Small Cap Power

Technology
Q1 2022 Filed on May 16, 2022
3,000
$24.6 - $26.59 $73.8K - $79.8K
Innovator Msci Em Mkts Pwr Bffr ETF Jan
Q1 2022 Filed on May 16, 2022
3,000
N/A
PSA
Public Storage

Real Estate
Q1 2022 Filed on May 16, 2022
200
$342.38 - $396.47 $68.5K - $79.3K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on May 16, 2022
5,100
$29.62 - $30.41 $151K - $155K
SENS
Senseonics Holdings, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
500
$1.54 - $3.71 $770 - $1.86K
Surgalign Holdings Inc
Q1 2022 Filed on May 16, 2022
4,300
N/A
TOWN
Towne Bank (Va)

Financial Services
Q1 2022 Filed on May 16, 2022
200
$29.48 - $34.49 $5.9K - $6.9K
TFC
Truist Financial Corp

Financial Services
Q1 2022 Filed on May 16, 2022
434
$56.23 - $67.41 $24.4K - $29.3K
VERV
Verve Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
15
$20.92 - $39.36 $314 - $590
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2022 Filed on May 16, 2022
1,800
$15.44 - $18.92 $27.8K - $34.1K
OPI
Office Properties Income Trust

Real Estate
Q1 2022 Filed on May 16, 2022
75
$24.14 - $27.92 $1.81K - $2.09K
NVR
Nvr Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
26
$4467.27 - $5819.68 $116K - $151K
PDEC
Innovator U.S. Equity Power Bu
Q1 2022 Filed on May 16, 2022
2,000
N/A
PNOV
Innovator U.S. Equity Power Bu
Q1 2022 Filed on May 16, 2022
2,000
N/A
IOCT
Innovator Etfs Tr Intl Dev Pow
Q1 2022 Filed on May 16, 2022
2,500
N/A
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
Q1 2022 Filed on May 16, 2022
34
$23.72 - $25.25 $806 - $859
BALT
Innovator Etfs Tr
Q1 2022 Filed on May 16, 2022
3,000
$25.55 - $25.95 $76.7K - $77.9K
PODD
Insulet Corp

Healthcare
Q1 2022 Filed on May 16, 2022
503
$194.8 - $275.7 $98K - $139K
KD
Kyndryl Holdings, Inc.

Technology
Q1 2022 Filed on May 16, 2022
245
$11.28 - $19.37 $2.76K - $4.75K
MFC
Manulife Financial Corp

Financial Services
Q1 2022 Filed on May 16, 2022
950
$19.2 - $21.91 $18.2K - $20.8K
MET
Metlife Inc

Financial Services
Q1 2022 Filed on May 16, 2022
350
$61.96 - $71.63 $21.7K - $25.1K
Brookfield Asset Man Cl A Ord
Q1 2022 Filed on May 16, 2022
6
N/A
PCH
Potlatchdeltic Corp

Real Estate
Q1 2022 Filed on May 16, 2022
1,273
$51.64 - $58.97 $65.7K - $75.1K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2022 Filed on May 16, 2022
500
$67.73 - $76.65 $33.9K - $38.3K
GE
General Electric CO

Industrials
Q1 2022 Filed on May 16, 2022
905
$85.38 - $103.16 $77.3K - $93.4K
NEM
Newmont Corp

Basic Materials
Q1 2022 Filed on May 16, 2022
100
$58.67 - $79.96 $5.87K - $8K
UGI
Ugi Corp

Utilities
Q1 2022 Filed on May 16, 2022
109
$33.11 - $46.33 $3.61K - $5.05K
VXF
Vanguard Extended Market ETF

ETFs
Q1 2022 Filed on May 16, 2022
208
$151.14 - $183.81 $31.4K - $38.2K
VUG
Vanguard Growth ETF

ETFs
Q1 2022 Filed on May 16, 2022
30
$254.37 - $323.09 $7.63K - $9.69K
XBAP
Innovator ETF Tr Us Equity Acc
Q1 2022 Filed on May 16, 2022
1,000
$26.82 - $27.71 $26.8K - $27.7K
VRIG
Invesco Actively Managed ETF F

ETFs
Q1 2022 Filed on May 16, 2022
4,000
$24.88 - $25.08 $99.5K - $100K
OGN
Organon & Co.

Healthcare
Q1 2022 Filed on May 16, 2022
60
$30.45 - $39.36 $1.83K - $2.36K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
75
$20.2 - $38.77 $1.52K - $2.91K
LIN
Linde PLC

Basic Materials
Q1 2022 Filed on May 16, 2022
250
$270.99 - $346.41 $67.7K - $86.6K
JCI
Johnson Controls International PLC

Industrials
Q1 2022 Filed on May 16, 2022
396
$60.17 - $80.38 $23.8K - $31.8K
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