Cornerstone Planning Group’s Chemed CHE Stock Holding History

Cornerstone Planning 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
2025 Q2	$2.14K	Sell
2025 Q1	$7.03K	Buy
2024 Q4	$1.15K	Hold
2024 Q3	$1.22K	Hold
2024 Q2	$1.14K	Hold
2024 Q1	$1.12K	Hold
2023 Q4	$1.17K	Hold
2023 Q3	$1.04K	Sell
2023 Q2	$5.42K	Buy
2022 Q4	$5K	Buy