Bartlett & Co’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $161K | Hold |
275
| – | – | ﹤0.01% | 499 |
|
|
2023
Q3 | $143K | Hold |
275
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $149K | Sell |
275
-30
| -10% | -$16.3K | ﹤0.01% | 489 |
|
|
2023
Q1 | $164K | Hold |
305
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $156K | Hold |
305
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $133K | Hold |
305
| – | – | ﹤0.01% | 423 |
|
|
2022
Q2 | $143K | Hold |
305
| – | – | ﹤0.01% | 412 |
|
|
2022
Q1 | $154K | Buy |
+305
| New | +$154K | ﹤0.01% | 418 |
|
|
2021
Q4 | – | Sell |
-305
| Closed | -$142K | – | 482 |
|
|
2021
Q3 | $142K | Hold |
305
| – | – | ﹤0.01% | 365 |
|
|
2021
Q2 | $145K | Hold |
305
| – | – | ﹤0.01% | 355 |
|
|
2021
Q1 | $140K | Hold |
305
| – | – | ﹤0.01% | 361 |
|
|
2020
Q4 | $162K | Buy |
+305
| New | +$162K | ﹤0.01% | 347 |
|