EWM
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Elmwood Wealth Management’s Factset FDS Stock Holding History

Elmwood Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10
Closed -$1.99K – 286
2020
Q1 		$1.99K Buy
+10
New +$1.99K ﹤0.01% 258
2018
Q3 		– Sell
-10
Closed -$1.98K – 294
2018
Q2 		$1.98K Hold
10
– – ﹤0.01% 257
2018
Q1 		$1.99K Buy
+10
New +$1.99K ﹤0.01% 258