CFM Wealth Partners’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-399
| Closed | -$213K | – | 169 |
|
|
2020
Q4 | $213K | Buy |
+399
| New | +$213K | 0.07% | 151 |
|
|
2020
Q3 | – | Sell |
-406
| Closed | -$183K | – | 210 |
|
|
2020
Q2 | $183K | Sell |
406
-28
| -6% | -$12.6K | 0.07% | 158 |
|
|
2020
Q1 | $188K | Hold |
434
| – | – | 0.09% | 130 |
|
|
2019
Q4 | $205K | Buy |
+434
| New | +$205K | 0.08% | 146 |
|