AWS
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Atria Wealth Solutions’s Chemed CHE Stock Holding History

Atria Wealth Solutions’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-556
Closed -$357K – 1950
2024
Q1 		$357K Hold
556
– – ﹤0.01% 1440
2023
Q4 		$325K Sell
556
-13
-2% -$7.28K ﹤0.01% 1438
2023
Q3 		$296K Buy
569
+1
+0.2% +$520 ﹤0.01% 1424
2023
Q2 		$308K Hold
568
– – ﹤0.01% 1420
2023
Q1 		$305K Buy
568
+9
+2% +$4.59K ﹤0.01% 1396
2022
Q4 		$285K Hold
559
– – ﹤0.01% 1392
2022
Q3 		$244K Buy
559
+16
+3% +$7.69K ﹤0.01% 1435
2022
Q2 		$255K Buy
+543
New +$265K ﹤0.01% 1302

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