CFG
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Cooper Financial Group’s Chemed CHE Stock Holding History

Cooper Financial Group’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-866
Closed -$470K – 384
2024
Q2 		$470K Sell
866
-5
-0.6% -$2.86K 0.07% 229
2024
Q1 		$559K Buy
871
+11
+1% +$6.68K 0.09% 199
2023
Q4 		$503K Buy
860
+5
+0.6% +$2.8K 0.09% 204
2023
Q3 		$444K Buy
855
+48
+6% +$25K 0.11% 209
2023
Q2 		$437K Buy
807
+28
+4% +$15.3K 0.11% 210
2023
Q1 		$419K Buy
779
+80
+11% +$40.8K 0.11% 197
2022
Q4 		$357K Buy
699
+34
+5% +$16.6K 0.11% 186
2022
Q3 		$291K Buy
665
+63
+10% +$30.3K 0.1% 189
2022
Q2 		$283K Sell
602
-20
-3% -$9.76K 0.1% 190
2022
Q1 		$315K Buy
+622
New +$298K 0.12% 167

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