Burney Company’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-333
| Closed | -$214K | – | 599 |
|
|
2024
Q1 | $214K | Sell |
333
-80
| -19% | -$48.6K | 0.01% | 572 |
|
|
2023
Q4 | $242K | Hold |
413
| – | – | 0.01% | 533 |
|
|
2023
Q3 | $215K | Hold |
413
| – | – | 0.01% | 535 |
|
|
2023
Q2 | $224K | Sell |
413
-7
| -2% | -$3.83K | 0.01% | 532 |
|
|
2023
Q1 | $226K | Hold |
420
| – | – | 0.01% | 524 |
|
|
2022
Q4 | $214K | Buy |
+420
| New | +$204K | 0.01% | 518 |
|
|
2022
Q2 | – | Sell |
-420
| Closed | -$213K | – | 550 |
|
|
2022
Q1 | $213K | Hold |
420
| – | – | 0.01% | 556 |
|
|
2021
Q4 | $222K | Buy |
+420
| New | +$202K | 0.01% | 553 |
|
|
2021
Q1 | – | Sell |
-448
| Closed | -$239K | – | 564 |
|
|
2020
Q4 | $239K | Sell |
448
-75
| -14% | -$36.9K | 0.01% | 477 |
|
|
2020
Q3 | $251K | Buy |
523
+2
| +0.4% | +$981 | 0.02% | 439 |
|
|
2020
Q2 | $235K | Sell |
521
-30
| -5% | -$13.4K | 0.02% | 436 |
|
|
2020
Q1 | $239K | Sell |
551
-23
| -4% | -$10.3K | 0.02% | 384 |
|
|
2019
Q4 | $252K | Hold |
574
| – | – | 0.01% | 421 |
|
|
2019
Q3 | $240K | Hold |
574
| – | – | 0.01% | 409 |
|
|
2019
Q2 | $207K | Sell |
574
-250
| -30% | -$83.6K | 0.01% | 432 |
|
|
2019
Q1 | $264K | Sell |
824
-50
| -6% | -$15.4K | 0.02% | 400 |
|
|
2018
Q4 | $248K | Hold |
874
| – | – | 0.02% | 389 |
|
|
2018
Q3 | $279K | Sell |
874
-30
| -3% | -$9.56K | 0.02% | 386 |
|
|
2018
Q2 | $291K | Sell |
904
-56
| -6% | -$17.5K | 0.02% | 370 |
|
|
2018
Q1 | $262K | Hold |
960
| – | – | 0.02% | 358 |
|
|
2017
Q4 | $233K | Buy |
+960
| New | +$218K | 0.01% | 392 |
|
Other funds holding CHE
DCP
