CAAS
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Capital Asset Advisory Services’s Chemed CHE Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-354
Closed -$201K – 354
2022
Q4 		$201K Sell
354
-518
-59% -$252K 0.02% 356
2022
Q3 		$381K Sell
872
-513
-37% -$247K 0.05% 209
2022
Q2 		$650K Buy
1,385
+74
+6% +$36.1K 0.07% 193
2022
Q1 		$664K Buy
1,311
+168
+15% +$80.6K 0.07% 209
2021
Q4 		$605K Buy
1,143
+70
+7% +$33.6K 0.06% 220
2021
Q3 		$499K Sell
1,073
-25
-2% -$11.8K 0.06% 257
2021
Q2 		$521K Buy
1,098
+112
+11% +$53.8K 0.06% 253
2021
Q1 		$453K Buy
986
+160
+19% +$78.4K 0.07% 269
2020
Q4 		$440K Buy
826
+103
+14% +$50.6K 0.08% 218
2020
Q3 		$347K Sell
723
-32
-4% -$15.7K 0.07% 210
2020
Q2 		$380K Buy
+755
New +$337K 0.08% 216

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