BerganKDV Wealth Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6
| Closed | -$3.23K | – | 905 |
|
|
2023
Q1 | $3.23K | Hold |
6
| – | – | ﹤0.01% | 759 |
|
|
2022
Q4 | $3.07K | Hold |
6
| – | – | ﹤0.01% | 749 |
|
|
2022
Q3 | $3K | Sell |
6
-5
| -45% | -$2.5K | ﹤0.01% | 744 |
|
|
2022
Q2 | $5K | Hold |
11
| – | – | ﹤0.01% | 691 |
|
|
2022
Q1 | $6K | Hold |
11
| – | – | ﹤0.01% | 684 |
|
|
2021
Q4 | $6K | Hold |
11
| – | – | ﹤0.01% | 745 |
|
|
2021
Q3 | $5K | Hold |
11
| – | – | ﹤0.01% | 740 |
|
|
2021
Q2 | $5K | Hold |
11
| – | – | ﹤0.01% | 691 |
|
|
2021
Q1 | $5K | Hold |
11
| – | – | ﹤0.01% | 658 |
|
|
2020
Q4 | $6K | Buy |
11
+4
| +57% | +$2.18K | ﹤0.01% | 629 |
|
|
2020
Q3 | $3K | Hold |
7
| – | – | ﹤0.01% | 634 |
|
|
2020
Q2 | $3K | Hold |
7
| – | – | ﹤0.01% | 689 |
|
|
2020
Q1 | $3K | Buy |
7
+1
| +17% | +$429 | ﹤0.01% | 653 |
|
|
2019
Q4 | $3K | Buy |
+6
| New | +$3K | ﹤0.01% | 700 |
|