Capstone Investment Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
+711
| New | +$346K | ﹤0.01% | 675 |
|
|
2024
Q3 | – | Sell |
-1,383
| Closed | -$750K | – | 896 |
|
|
2024
Q2 | $750K | Buy |
1,383
+136
| +11% | +$73.8K | ﹤0.01% | 416 |
|
|
2024
Q1 | $800K | Sell |
1,247
-594
| -32% | -$381K | ﹤0.01% | 627 |
|
|
2023
Q4 | $1.08M | Buy |
1,841
+553
| +43% | +$323K | ﹤0.01% | 327 |
|
|
2023
Q3 | $669K | Buy |
+1,288
| New | +$669K | ﹤0.01% | 498 |
|
|
2017
Q4 | – | Sell |
-1,200
| Closed | -$242K | – | 416 |
|
|
2017
Q3 | $242K | Buy |
1,200
+199
| +20% | +$40.1K | 0.01% | 336 |
|
|
2017
Q2 | $204K | Sell |
1,001
-3,204
| -76% | -$653K | 0.01% | 485 |
|
|
2017
Q1 | $768K | Buy |
+4,205
| New | +$768K | 0.02% | 360 |
|
|
2016
Q4 | – | Sell |
-4,430
| Closed | -$624K | – | 723 |
|
|
2016
Q3 | $624K | Buy |
+4,430
| New | +$624K | 0.01% | 363 |
|