EverSource Wealth Advisors’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
586
+83
| +17% | +$40.4K | 0.01% | 693 |
|
|
2025
Q1 | $309K | Buy |
503
+5
| +1% | +$3.08K | 0.02% | 515 |
|
|
2024
Q4 | $264K | Buy |
498
+33
| +7% | +$17.5K | 0.01% | 543 |
|
|
2024
Q3 | $280K | Sell |
465
-19
| -4% | -$11.4K | 0.02% | 466 |
|
|
2024
Q2 | $276K | Sell |
484
-3
| -0.6% | -$1.71K | 0.02% | 465 |
|
|
2024
Q1 | $277K | Buy |
487
+4
| +0.8% | +$2.27K | 0.02% | 398 |
|
|
2023
Q4 | $282K | Buy |
483
+2
| +0.4% | +$1.17K | 0.03% | 357 |
|
|
2023
Q3 | $250K | Sell |
481
-20
| -4% | -$10.4K | 0.03% | 353 |
|
|
2023
Q2 | $271K | Sell |
501
-51
| -9% | -$27.6K | 0.03% | 335 |
|
|
2023
Q1 | $297K | Buy |
552
+52
| +10% | +$28K | 0.04% | 303 |
|
|
2022
Q4 | $255K | Sell |
500
-390
| -44% | -$199K | 0.04% | 315 |
|
|
2022
Q3 | $389K | Sell |
890
-165
| -16% | -$72.1K | 0.09% | 201 |
|
|
2022
Q2 | $496K | Buy |
1,055
+125
| +13% | +$58.8K | 0.13% | 148 |
|
|
2022
Q1 | $471K | Buy |
930
+497
| +115% | +$252K | 0.12% | 157 |
|
|
2021
Q4 | $229K | Buy |
+433
| New | +$229K | 0.06% | 206 |
|