EWM
Evercore Wealth Management’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-74
| Closed | -$18K | – | 420 |
|
|
2017
Q4 | $18K | Hold |
74
| – | – | ﹤0.01% | 737 |
|
|
2017
Q3 | $15K | Hold |
74
| – | – | ﹤0.01% | 746 |
|
|
2017
Q2 | $15K | Buy |
+74
| New | +$15K | ﹤0.01% | 754 |
|
|
2016
Q4 | – | Sell |
-32
| Closed | -$5K | – | 1022 |
|
|
2016
Q3 | $5K | Hold |
32
| – | – | ﹤0.01% | 929 |
|
|
2016
Q2 | $4K | Hold |
32
| – | – | ﹤0.01% | 942 |
|
|
2016
Q1 | $4K | Hold |
32
| – | – | ﹤0.01% | 869 |
|
|
2015
Q4 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 911 |
|
|
2014
Q3 | – | Sell |
-43
| Closed | -$4K | – | 942 |
|
|
2014
Q2 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 926 |
|