Avantax Advisory Services’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
1,451
+9
| +0.6% | +$4.38K | ﹤0.01% | 1373 |
|
|
2025
Q1 | $887K | Buy |
1,442
+88
| +6% | +$54.1K | 0.01% | 1160 |
|
|
2024
Q4 | $717K | Buy |
1,354
+11
| +0.8% | +$5.83K | ﹤0.01% | 1225 |
|
|
2024
Q3 | $807K | Buy |
1,343
+54
| +4% | +$32.5K | 0.01% | 1135 |
|
|
2024
Q2 | $700K | Buy |
+1,289
| New | +$700K | 0.01% | 1167 |
|
|
2023
Q3 | – | Sell |
-374
| Closed | -$203K | – | 1558 |
|
|
2023
Q2 | $203K | Sell |
374
-45
| -11% | -$24.4K | ﹤0.01% | 1397 |
|
|
2023
Q1 | $225K | Buy |
+419
| New | +$225K | ﹤0.01% | 1302 |
|