Allworth Financial’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.5K | Buy |
188
+32
| +21% | +$15.6K | ﹤0.01% | 1588 |
|
|
2025
Q1 | $85.3K | Buy |
156
+5
| +3% | +$2.73K | ﹤0.01% | 1302 |
|
|
2024
Q4 | $83.2K | Buy |
151
+144
| +2,057% | +$79.4K | ﹤0.01% | 1342 |
|
|
2024
Q3 | $4.21K | Sell |
7
-2
| -22% | -$1.2K | ﹤0.01% | 2643 |
|
|
2024
Q2 | $4.89K | Buy |
+9
| New | +$4.89K | ﹤0.01% | 2533 |
|
|
2024
Q1 | – | Sell |
-2
| Closed | -$1.17K | – | 3616 |
|
|
2023
Q4 | $1.17K | Sell |
2
-4
| -67% | -$2.34K | ﹤0.01% | 2901 |
|
|
2023
Q3 | $3.12K | Buy |
6
+3
| +100% | +$1.56K | ﹤0.01% | 2336 |
|
|
2023
Q2 | $1.63K | Hold |
3
| – | – | ﹤0.01% | 2569 |
|
|
2023
Q1 | $1.61K | Buy |
+3
| New | +$1.61K | ﹤0.01% | 2498 |
|