Envestnet Portfolio Solutions’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
820
-97
| -11% | -$47.2K | ﹤0.01% | 1203 |
|
|
2025
Q1 | $564K | Sell |
917
-351
| -28% | -$216K | ﹤0.01% | 995 |
|
|
2024
Q4 | $672K | Sell |
1,268
-33
| -3% | -$17.5K | ﹤0.01% | 1097 |
|
|
2024
Q3 | $782K | Sell |
1,301
-6
| -0.5% | -$3.61K | ﹤0.01% | 991 |
|
|
2024
Q2 | $709K | Sell |
1,307
-33
| -2% | -$17.9K | ﹤0.01% | 988 |
|
|
2024
Q1 | $860K | Sell |
1,340
-6
| -0.4% | -$3.85K | ﹤0.01% | 890 |
|
|
2023
Q4 | $787K | Buy |
1,346
+116
| +9% | +$67.9K | ﹤0.01% | 867 |
|
|
2023
Q3 | $639K | Buy |
+1,230
| New | +$639K | ﹤0.01% | 891 |
|