AE Wealth Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,181
| Closed | -$543K | – | 1575 |
|
|
2021
Q1 | $543K | Sell |
1,181
-419
| -26% | -$193K | 0.01% | 989 |
|
|
2020
Q4 | $852K | Buy |
1,600
+38
| +2% | +$20.2K | 0.01% | 761 |
|
|
2020
Q3 | $750K | Buy |
1,562
+216
| +16% | +$104K | 0.01% | 718 |
|
|
2020
Q2 | $607K | Buy |
1,346
+40
| +3% | +$18K | 0.01% | 786 |
|
|
2020
Q1 | $566K | Buy |
1,306
+20
| +2% | +$8.67K | 0.01% | 637 |
|
|
2019
Q4 | $565K | Buy |
+1,286
| New | +$565K | 0.01% | 702 |
|