Carroll Financial Associates’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-30
| Closed | -$14K | – | 1789 |
|
|
2021
Q2 | $14K | Sell |
30
-2
| -6% | -$933 | ﹤0.01% | 1182 |
|
|
2021
Q1 | $14K | Sell |
32
-15
| -32% | -$6.56K | ﹤0.01% | 1123 |
|
|
2020
Q4 | $25K | Sell |
47
-1
| -2% | -$532 | ﹤0.01% | 864 |
|
|
2020
Q3 | $23K | Hold |
48
| – | – | ﹤0.01% | 827 |
|
|
2020
Q2 | $21K | Hold |
48
| – | – | ﹤0.01% | 841 |
|
|
2020
Q1 | $20K | Hold |
48
| – | – | ﹤0.01% | 775 |
|
|
2019
Q4 | $21K | Sell |
48
-1
| -2% | -$438 | ﹤0.01% | 861 |
|
|
2019
Q3 | $20K | Sell |
49
-1
| -2% | -$408 | ﹤0.01% | 826 |
|
|
2019
Q2 | $18K | Hold |
50
| – | – | ﹤0.01% | 852 |
|
|
2019
Q1 | $16K | Hold |
50
| – | – | ﹤0.01% | 801 |
|
|
2018
Q4 | $13K | Hold |
50
| – | – | ﹤0.01% | 773 |
|
|
2018
Q3 | $15K | Hold |
50
| – | – | ﹤0.01% | 784 |
|
|
2018
Q2 | $16K | Hold |
50
| – | – | ﹤0.01% | 742 |
|
|
2018
Q1 | $13K | Hold |
50
| – | – | ﹤0.01% | 772 |
|
|
2017
Q4 | $12K | Hold |
50
| – | – | ﹤0.01% | 779 |
|
|
2017
Q3 | $10K | Sell |
50
-18
| -26% | -$3.6K | ﹤0.01% | 810 |
|
|
2017
Q2 | $13K | Sell |
68
-5
| -7% | -$956 | ﹤0.01% | 772 |
|
|
2017
Q1 | $13K | Hold |
73
| – | – | ﹤0.01% | 760 |
|
|
2016
Q4 | $11K | Hold |
73
| – | – | ﹤0.01% | 762 |
|
|
2016
Q3 | $10K | Hold |
73
| – | – | ﹤0.01% | 816 |
|
|
2016
Q2 | $9K | Hold |
73
| – | – | ﹤0.01% | 800 |
|
|
2016
Q1 | $9K | Sell |
73
-2
| -3% | -$247 | ﹤0.01% | 784 |
|
|
2015
Q4 | $11K | Hold |
75
| – | – | ﹤0.01% | 715 |
|
|
2015
Q3 | $9K | Buy |
75
+12
| +19% | +$1.44K | ﹤0.01% | 731 |
|
|
2015
Q2 | $8K | Buy |
+63
| New | +$8K | ﹤0.01% | 746 |
|