Balasa Dinverno & Foltz’s Chemed CHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-617
Closed -$271K 256
2019
Q4
$271K Buy
617
+106
+21% +$46.6K 0.03% 221
2019
Q3
$213K Buy
+511
New +$213K 0.02% 238