Concord Wealth Partners’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8
| Closed | -$4.16K | – | 851 |
|
|
2023
Q3 | $4.16K | Hold |
8
| – | – | ﹤0.01% | 752 |
|
|
2023
Q2 | $4.33K | Buy |
+8
| New | +$4.33K | ﹤0.01% | 734 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$4.08K | – | 1031 |
|
|
2022
Q4 | $4.08K | Buy |
+8
| New | +$4.08K | ﹤0.01% | 809 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$4K | – | 319 |
|
|
2022
Q2 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 858 |
|