D.A. Davidson & Co’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $254K | Buy |
+673
| New | +$288K | ﹤0.01% | 1405 |
|
|
2019
Q2 | – | Sell |
-1,184
| Closed | -$379K | – | 1024 |
|
|
2019
Q1 | $379K | Buy |
1,184
+332
| +39% | +$102K | 0.01% | 778 |
|
|
2018
Q4 | $241K | Sell |
852
-13
| -2% | -$3.92K | ﹤0.01% | 898 |
|
|
2018
Q3 | $276K | Hold |
865
| – | – | ﹤0.01% | 946 |
|
|
2018
Q2 | $278K | Buy |
865
+22
| +3% | +$6.88K | 0.01% | 905 |
|
|
2018
Q1 | $230K | Sell |
843
-17
| -2% | -$4.5K | ﹤0.01% | 947 |
|
|
2017
Q4 | $209K | Buy |
+860
| New | +$195K | ﹤0.01% | 992 |
|
|
2017
Q3 | – | Sell |
-902
| Closed | -$184K | – | 1220 |
|
|
2017
Q2 | $184K | Sell |
902
-153
| -15% | -$30.5K | ﹤0.01% | 993 |
|
|
2017
Q1 | $192K | Sell |
1,055
-599
| -36% | -$104K | ﹤0.01% | 958 |
|
|
2016
Q4 | $263K | Sell |
1,654
-30
| -2% | -$4.41K | 0.01% | 882 |
|
|
2016
Q3 | $236K | Sell |
1,684
-24
| -1% | -$3.34K | 0.01% | 877 |
|
|
2016
Q2 | $231K | Buy |
1,708
+45
| +3% | +$5.97K | 0.01% | 792 |
|
|
2016
Q1 | $223K | Sell |
1,663
-51
| -3% | -$6.89K | 0.01% | 791 |
|
|
2015
Q4 | $256K | Sell |
1,714
-22
| -1% | -$3.25K | 0.01% | 761 |
|
|
2015
Q3 | $231K | Sell |
1,736
-31
| -2% | -$4.34K | 0.01% | 775 |
|
|
2015
Q2 | $231K | Sell |
1,767
-132
| -7% | -$16.3K | 0.01% | 821 |
|
|
2015
Q1 | $226K | Sell |
1,899
-146
| -7% | -$16.2K | 0.01% | 825 |
|
|
2014
Q4 | $215K | Buy |
2,045
+9
| +0.4% | +$951 | 0.01% | 841 |
|
|
2014
Q3 | $208K | Sell |
2,036
-1,122
| -36% | -$114K | 0.01% | 850 |
|
|
2014
Q2 | $295K | Sell |
3,158
-69
| -2% | -$6.12K | 0.01% | 755 |
|
|
2014
Q1 | $287K | Sell |
3,227
-51
| -2% | -$4.16K | 0.01% | 754 |
|
|
2013
Q4 | $250K | Sell |
3,278
-266
| -8% | -$19.6K | 0.01% | 763 |
|
|
2013
Q3 | $252K | Sell |
3,544
-228
| -6% | -$16.2K | 0.01% | 644 |
|
|
2013
Q2 | $272K | Buy |
+3,772
| New | +$277K | 0.01% | 596 |
|
Other funds holding CHE
VPM
VCM
