Bar Harbor Wealth Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-430
| Closed | -$229K | – | 246 |
|
|
2020
Q4 | $229K | Sell |
430
-392
| -48% | -$209K | 0.02% | 219 |
|
|
2020
Q3 | $395K | Hold |
822
| – | – | 0.04% | 168 |
|
|
2020
Q2 | $371K | Hold |
822
| – | – | 0.04% | 170 |
|
|
2020
Q1 | $356K | Sell |
822
-85
| -9% | -$36.8K | 0.05% | 180 |
|
|
2019
Q4 | $398K | Sell |
907
-222
| -20% | -$97.4K | 0.04% | 213 |
|
|
2019
Q3 | $471K | Sell |
1,129
-35
| -3% | -$14.6K | 0.05% | 205 |
|
|
2019
Q2 | $420K | Sell |
1,164
-144
| -11% | -$52K | 0.05% | 219 |
|
|
2019
Q1 | $419K | Buy |
1,308
+329
| +34% | +$105K | 0.05% | 212 |
|
|
2018
Q4 | $277K | Sell |
979
-20
| -2% | -$5.66K | 0.04% | 239 |
|
|
2018
Q3 | $319K | Sell |
999
-47
| -4% | -$15K | 0.04% | 240 |
|
|
2018
Q2 | $337K | Sell |
1,046
-57
| -5% | -$18.4K | 0.04% | 235 |
|
|
2018
Q1 | $301K | Sell |
1,103
-55
| -5% | -$15K | 0.04% | 245 |
|
|
2017
Q4 | $282K | Buy |
+1,158
| New | +$282K | 0.03% | 257 |
|