EWM
AGN

Elmwood Wealth Management’s Allergan Inc AGN Stock Holding History

Elmwood Wealth Management’s Portfolio AGN Stock Details AGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-31
Closed -$5.22K – 382
2020
Q1 		$5.22K Buy
+31
New +$5.22K 0.01% 225
2019
Q1 		– Sell
-100
Closed -$13K – 313
2018
Q4 		$13K Hold
100
– – 0.01% 178
2018
Q3 		$19K Buy
100
+69
+223% +$13.1K 0.02% 172
2018
Q2 		$5.17K Hold
31
– – ﹤0.01% 226
2018
Q1 		$5.22K Buy
+31
New +$5.22K 0.01% 225

Elmwood Wealth Management's AGN Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Allergan Inc (AGN) in Q2 2020, closing a stake of 31 shares — an estimated $5.22K sold.

Elmwood Wealth Management first reported a position in AGN in Q1 2018 and held it in 5 quarters. The position peaked at $19K in Q3 2018. 0 funds tracked by Wall St. Rank hold AGN as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Allergan Inc position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 31 Allergan Inc shares in Q2 2020, an estimated $5.22K.
  • Elmwood Wealth Management first reported a position in Allergan Inc in Q1 2018 and held it in 5 quarters.
  • Elmwood Wealth Management's Allergan Inc position peaked at $19K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Allergan Inc as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.