EWM
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Elmwood Wealth Management’s Wabtec WAB Stock Holding History

Elmwood Wealth Management’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-41
Closed -$4K – 333
2021
Q4 		$4K Buy
+41
New +$3.76K ﹤0.01% 325
2021
Q2 		$3K Hold
41
– – ﹤0.01% 298
2021
Q1 		$3K Buy
+41
New +$3.18K ﹤0.01% 290
2020
Q3 		$2K Hold
31
– – ﹤0.01% 241
2020
Q2 		$2K Buy
+31
New +$1.76K ﹤0.01% 241
2019
Q4 		– Sell
-48
Closed -$3K – 247
2019
Q3 		$3K Sell
48
-8
-14% -$569 ﹤0.01% 238
2019
Q2 		$4K Hold
56
– – ﹤0.01% 250
2019
Q1 		$4K Buy
+56
New +$4.04K ﹤0.01% 245

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State Street
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FCM
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Janus Henderson Group
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return