Clearstead 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 | $111K | Buy |
228
+37
| +19% | +$18K | ﹤0.01% | 1034 |
|
|
2025
Q1 | $118K | Sell |
191
-311
| -62% | -$191K | ﹤0.01% | 945 |
|
|
2024
Q4 | $266K | Sell |
502
-115
| -19% | -$60.9K | ﹤0.01% | 766 |
|
|
2024
Q3 | $371K | Sell |
617
-46
| -7% | -$27.6K | 0.01% | 648 |
|
|
2024
Q2 | $360K | Buy |
+663
| New | +$360K | 0.01% | 621 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | -$1.76K | – | 1555 |
|
|
2023
Q4 | $1.76K | Sell |
3
-19
| -86% | -$11.1K | ﹤0.01% | 1302 |
|
|
2023
Q3 | $11.4K | Buy |
22
+19
| +633% | +$9.88K | ﹤0.01% | 1100 |
|
|
2023
Q2 | $1.63K | Sell |
3
-3
| -50% | -$1.63K | ﹤0.01% | 1190 |
|
|
2023
Q1 | $3.23K | Buy |
+6
| New | +$3.23K | ﹤0.01% | 1072 |
|
|
2022
Q3 | – | Sell |
-198
| Closed | -$93K | – | 1262 |
|
|
2022
Q2 | $93K | Hold |
198
| – | – | 0.01% | 509 |
|
|
2022
Q1 | $100K | Hold |
198
| – | – | 0.01% | 550 |
|
|
2021
Q4 | $105K | Buy |
+198
| New | +$105K | 0.01% | 512 |
|