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| Name: |
Elmwood Wealth Management Inc. |
| City: |
BERKELEY |
| State: |
CA |
| Zip: |
94710 |
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data |
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| Holdings
Found :
19 |
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Viewing:
Closed Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GERN |
Geron Corporation |
114 |
Closed |
$3.68 |
$0 |
0 |
0% |
-51,000 |
-24,200 |
0 |
Drug Manufacturers - ... |
|
|
IXUS |
Ishares Core Msci Total Int... |
120 |
Closed |
$69.22 |
$0 |
0 |
0% |
-2,357,000 |
-39,298 |
0 |
N/A |
|
|
MINT |
Pimco ETF Trust |
107 |
Closed |
$100.37 |
$0 |
0 |
0% |
-2,061,000 |
-20,581 |
0 |
Closed - End Fund - Debt |
|
|
TLTE |
Flexshs Morningstar Emergin... |
113 |
Closed |
$53.38 |
$0 |
0 |
0% |
-1,018,000 |
-21,238 |
0 |
N/A |
|
|
EPP |
iShares MSCI Pacific Ex-Japan |
119 |
Closed |
$44.17 |
$0 |
0 |
0% |
-3,095,000 |
-77,815 |
0 |
Closed - End Fund - E... |
|
|
VEU |
Vanguard FTSE All-World ETF |
106 |
Closed |
$57.31 |
$0 |
0 |
0% |
-276,000 |
-5,314 |
0 |
Closed - End Fund - F... |
|
|
XOM |
Exxon Mobil Corp |
112 |
Closed |
$117.67 |
$0 |
0 |
0% |
-332,000 |
-2,824 |
0 |
Integrated Oil & Gas |
|
|
GSLC |
Goldman Sachs Activebeta Us... |
118 |
Closed |
$103.14 |
$0 |
0 |
0% |
-378,000 |
-4,490 |
0 |
N/A |
|
|
VTI |
Vanguard Total Stock Market... |
105 |
Closed |
$259.45 |
$0 |
0 |
0% |
-629,000 |
-2,961 |
0 |
Closed - End Fund - E... |
|
|
NEP |
Nextera Energy Partners, Lp |
111 |
Closed |
$33.41 |
$0 |
0 |
0% |
-658,000 |
-22,153 |
0 |
N/A |
|
|
YLCO |
Global X Yieldco Index |
117 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,103,000 |
-110,335 |
0 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
104 |
Closed |
$177.81 |
$0 |
0 |
0% |
-349,000 |
-1,393 |
0 |
Auto Manufacturers |
|
|
NVDA |
NVIDIA Corporation |
110 |
Closed |
$913.56 |
$0 |
0 |
0% |
-565,000 |
-1,298 |
0 |
Semiconductor - Speci... |
|
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LIT |
Global X Lithium ETF |
116 |
Closed |
$45.79 |
$0 |
0 |
0% |
-943,000 |
-17,091 |
0 |
Closed - End Fund - E... |
|
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NEE |
NextEra Energy |
122 |
Closed |
$75.42 |
$0 |
0 |
0% |
-488,000 |
-8,520 |
0 |
Electric Utilities |
|
|
SDY |
streetTRACKS Series Trust -... |
109 |
Closed |
$131.33 |
$0 |
0 |
0% |
-227,000 |
-1,974 |
0 |
Closed - End Fund - E... |
|
|
GNOM |
Global X Genomics & Biotech... |
115 |
Closed |
$10.81 |
$0 |
0 |
0% |
-677,000 |
-66,582 |
0 |
N/A |
|
|
IGF |
iShares S&P Global Infrastr... |
121 |
Closed |
$50.24 |
$0 |
0 |
0% |
-1,285,000 |
-29,678 |
0 |
Closed - End Fund - E... |
|
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SCHM |
Schwab U.S. Mid-Cap Etf |
108 |
Closed |
$80.40 |
$0 |
0 |
0% |
-279,000 |
-4,126 |
0 |
N/A |
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