Fiduciary Group’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-445
| Closed | -$201K | – | 209 |
|
|
2020
Q2 | $201K | Buy |
+445
| New | +$201K | 0.03% | 191 |
|
|
2019
Q3 | – | Sell |
-667
| Closed | -$241K | – | 193 |
|
|
2019
Q2 | $241K | Hold |
667
| – | – | 0.04% | 171 |
|
|
2019
Q1 | $213K | Buy |
+667
| New | +$213K | 0.04% | 171 |
|
|
2018
Q4 | – | Sell |
-667
| Closed | -$213K | – | 174 |
|
|
2018
Q3 | $213K | Sell |
667
-333
| -33% | -$106K | 0.04% | 169 |
|
|
2018
Q2 | $322K | Hold |
1,000
| – | – | 0.07% | 139 |
|
|
2018
Q1 | $273K | Hold |
1,000
| – | – | 0.06% | 149 |
|
|
2017
Q4 | $243K | Hold |
1,000
| – | – | 0.05% | 159 |
|
|
2017
Q3 | $202K | Hold |
1,000
| – | – | 0.05% | 169 |
|
|
2017
Q2 | $205K | Buy |
+1,000
| New | +$205K | 0.05% | 169 |
|