Avantax Planning Partners’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
508
-4
| -0.8% | -$1.95K | 0.01% | 391 |
|
|
2025
Q1 | $315K | Buy |
512
+1
| +0.2% | +$615 | 0.01% | 329 |
|
|
2024
Q4 | $271K | Sell |
511
-57
| -10% | -$30.2K | 0.01% | 355 |
|
|
2024
Q3 | $341K | Buy |
+568
| New | +$341K | 0.01% | 311 |
|
|
2018
Q4 | – | Sell |
-22
| Closed | -$7K | – | 431 |
|
|
2018
Q3 | $7K | Buy |
+22
| New | +$7K | ﹤0.01% | 967 |
|
|
2018
Q2 | – | Sell |
-44
| Closed | -$12K | – | 441 |
|
|
2018
Q1 | $12K | Buy |
+44
| New | +$12K | ﹤0.01% | 961 |
|