Atria Wealth Solutions’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-556
| Closed | -$357K | – | 1926 |
|
|
2024
Q1 | $357K | Hold |
556
| – | – | ﹤0.01% | 1432 |
|
|
2023
Q4 | $325K | Sell |
556
-13
| -2% | -$7.6K | ﹤0.01% | 1427 |
|
|
2023
Q3 | $296K | Buy |
569
+1
| +0.2% | +$520 | ﹤0.01% | 1417 |
|
|
2023
Q2 | $308K | Hold |
568
| – | – | ﹤0.01% | 1415 |
|
|
2023
Q1 | $305K | Buy |
568
+9
| +2% | +$4.84K | ﹤0.01% | 1390 |
|
|
2022
Q4 | $285K | Hold |
559
| – | – | ﹤0.01% | 1384 |
|
|
2022
Q3 | $244K | Buy |
559
+16
| +3% | +$6.99K | ﹤0.01% | 1427 |
|
|
2022
Q2 | $255K | Buy |
+543
| New | +$255K | ﹤0.01% | 1277 |
|