Capital Asset Advisory Services’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-354
| Closed | -$201K | – | 354 |
|
|
2022
Q4 | $201K | Sell |
354
-518
| -59% | -$294K | 0.02% | 356 |
|
|
2022
Q3 | $381K | Sell |
872
-513
| -37% | -$224K | 0.05% | 209 |
|
|
2022
Q2 | $650K | Buy |
1,385
+74
| +6% | +$34.7K | 0.07% | 193 |
|
|
2022
Q1 | $664K | Buy |
1,311
+168
| +15% | +$85.1K | 0.07% | 209 |
|
|
2021
Q4 | $605K | Buy |
1,143
+70
| +7% | +$37.1K | 0.06% | 220 |
|
|
2021
Q3 | $499K | Sell |
1,073
-25
| -2% | -$11.6K | 0.06% | 257 |
|
|
2021
Q2 | $521K | Buy |
1,098
+112
| +11% | +$53.1K | 0.06% | 253 |
|
|
2021
Q1 | $453K | Buy |
986
+160
| +19% | +$73.5K | 0.07% | 269 |
|
|
2020
Q4 | $440K | Buy |
826
+103
| +14% | +$54.9K | 0.08% | 218 |
|
|
2020
Q3 | $347K | Sell |
723
-32
| -4% | -$15.4K | 0.07% | 210 |
|
|
2020
Q2 | $380K | Buy |
+755
| New | +$380K | 0.08% | 216 |
|