Avantax Planning Partners’s Chemed CHE Stock Holding History

Avantax Planning Partners’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
2025 Q3	–	Sell
2025 Q2	$247K	Sell
2025 Q1	$315K	Buy
2024 Q4	$271K	Sell
2024 Q3	$341K	Buy
2018 Q4	–	Sell
2018 Q3	$7K	Buy
2018 Q2	–	Sell
2018 Q1	$12K	Buy