Elmwood Wealth Management, Inc. Closed Holding Positions

Elmwood Wealth Management, Inc.

  • $221 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CLX
Clorox CO

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
18
$174.66 - $219.37 $3.14K - $3.95K
CME
Cme Group Inc.

Financial Services
Q2 2020 Filed on Aug 13, 2020
7
$162.01 - $192.14 $1.13K - $1.34K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
50
$131.22 - $185.93 $6.56K - $9.3K
CHKP
Check Point Software Technologies LTD

Technology
Q2 2020 Filed on Aug 13, 2020
7,484
$98.28 - $111.67 $736K - $836K
Celgene Corp
Q2 2020 Filed on Aug 13, 2020
20
N/A
CBRE
Cbre Group, Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
100
$34.84 - $55.49 $3.48K - $5.55K
Guggenheim Bulletshares
Q2 2020 Filed on Aug 13, 2020
11,800
N/A
Eaton Vance CO
Q2 2020 Filed on Aug 13, 2020
24
N/A
Guggenheim Bulls 2019
Q2 2020 Filed on Aug 13, 2020
1,000
N/A
Guggenheim ETF
Q2 2020 Filed on Aug 13, 2020
14,645
N/A
E Trade Financial Corp
Q2 2020 Filed on Aug 13, 2020
150
N/A
EOG
Eog Resources Inc

Energy
Q2 2020 Filed on Aug 13, 2020
5,065
$34.6 - $62.11 $175K - $315K
Dowdupont Inc
Q2 2020 Filed on Aug 13, 2020
1,602
N/A
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
50
$328.23 - $392.32 $16.4K - $19.6K
Harris Corporation
Q2 2020 Filed on Aug 13, 2020
20
N/A
Callidus Software
Q2 2020 Filed on Aug 13, 2020
75,937
N/A
I Shares Msci Japan ETF
Q2 2020 Filed on Aug 13, 2020
34,237
N/A
United Technologies Corp
Q2 2020 Filed on Aug 13, 2020
7,688
N/A
XYL
Xylem Inc.

Industrials
Q2 2020 Filed on Aug 13, 2020
54
$58.19 - $73.79 $3.14K - $3.98K
NLY
Annaly Capital Management Inc

Real Estate
Q2 2020 Filed on Aug 13, 2020
1,000
$4.02 - $7.31 $4.02K - $7.31K
KIM
Kimco Realty Corp

Real Estate
Q2 2020 Filed on Aug 13, 2020
103
$7.75 - $15.69 $798 - $1.62K
STWD
Starwood Property Trust, Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
525
$9.28 - $17.31 $4.87K - $9.09K
Unilever N V Ny Shs Newf
Q2 2020 Filed on Aug 13, 2020
53
N/A
XLK
Technology Sector Spdr

ETFs
Q2 2020 Filed on Aug 13, 2020
100
$76.54 - $104.63 $7.65K - $10.5K
XLE
Energy Sector Spdr

ETFs
Q2 2020 Filed on Aug 13, 2020
54
$27.62 - $46.86 $1.49K - $2.53K
RWX
Spdr Dow Jones International R

ETFs
Q2 2020 Filed on Aug 13, 2020
193
$24.67 - $31.96 $4.76K - $6.17K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2020 Filed on Aug 13, 2020
1,225
$29.44 - $30.48 $36.1K - $37.3K
XLF
Financial Sector Spdr

ETFs
Q2 2020 Filed on Aug 13, 2020
211
$19.55 - $26.74 $4.13K - $5.64K
Vodafone Group New Adr
Q2 2020 Filed on Aug 13, 2020
239
N/A
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q2 2020 Filed on Aug 13, 2020
1,223
$43.56 - $56.5 $53.3K - $69.1K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2020 Filed on Aug 13, 2020
6,250
$26.53 - $26.95 $166K - $168K
RMR
Rmr Group Inc.

Real Estate
Q2 2020 Filed on Aug 13, 2020
1
$23.76 - $34.48 $23.8 - $34.5
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
Q2 2020 Filed on Aug 13, 2020
17
$17.16 - $36.74 $292 - $625
Stars Group Inc
Q2 2020 Filed on Aug 13, 2020
300
N/A
SRCL
Stericycle Inc

Industrials
Q2 2020 Filed on Aug 13, 2020
100
$42.68 - $63.45 $4.27K - $6.35K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
2
$6.89 - $10.22 $13.8 - $20.4
VDE
Vanguard Energy ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
100
$36.44 - $63.07 $3.64K - $6.31K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2020 Filed on Aug 13, 2020
50
$74.55 - $100.43 $3.73K - $5.02K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q2 2020 Filed on Aug 13, 2020
100
$41.29 - $53.37 $4.13K - $5.34K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
100
$81.16 - $120.46 $8.12K - $12K
TTE
Total Energies Se

Energy
Q2 2020 Filed on Aug 13, 2020
19
$32.25 - $44.19 $613 - $840
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
40
$17.35 - $36.33 $694 - $1.45K
VEEV
Veeva Systems Inc

Healthcare
Q2 2020 Filed on Aug 13, 2020
125
$150.11 - $239.1 $18.8K - $29.9K
Ti Vo Solutions Inc.
Q2 2020 Filed on Aug 13, 2020
1,500
N/A
VFC
V F Corp

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
36
$48.68 - $68.31 $1.75K - $2.46K
VIAV
Viavi Solutions Inc.

Technology
Q2 2020 Filed on Aug 13, 2020
22
$10.32 - $13.29 $227 - $292
Vmware Inc.
Q2 2020 Filed on Aug 13, 2020
33
N/A
SYY
Sysco Corp

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
42
$39.5 - $64.11 $1.66K - $2.69K
SU
Suncor Energy Inc

Energy
Q2 2020 Filed on Aug 13, 2020
38
$14.31 - $21.28 $544 - $809
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