BWM
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Baystate Wealth Management’s Chemed CHE Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$1.18K Hold
2
– – ﹤0.01% 1137
2023
Q3 		$1.04K Hold
2
– – ﹤0.01% 885
2023
Q2 		$1.09K Hold
2
– – ﹤0.01% 923
2023
Q1 		$1.08K Hold
2
– – ﹤0.01% 924
2022
Q4 		$1K Hold
2
– – ﹤0.01% 843
2022
Q3 		$1K Hold
2
– – ﹤0.01% 797
2022
Q2 		$1K Hold
2
– – ﹤0.01% 822
2022
Q1 		$1K Hold
2
– – ﹤0.01% 809
2021
Q4 		$1K Hold
2
– – ﹤0.01% 809
2021
Q3 		$1K Hold
2
– – ﹤0.01% 737
2021
Q2 		$1K Hold
2
– – ﹤0.01% 708
2021
Q1 		$1K Buy
+2
New +$980 ﹤0.01% 640
2019
Q2 		– Sell
-47
Closed -$15K – 648
2019
Q1 		$15K Hold
47
– – ﹤0.01% 333
2018
Q4 		$13K Buy
+47
New +$14.2K ﹤0.01% 346

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