FP
Fiduciary Planning’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,483
| Closed | -$771K | – | 57 |
|
|
2023
Q3 | $771K | Sell |
1,483
-728
| -33% | -$378K | 0.36% | 42 |
|
|
2023
Q2 | $1.2M | Buy |
2,211
+21
| +1% | +$11.4K | 0.55% | 24 |
|
|
2023
Q1 | $1.18M | Sell |
2,190
-50
| -2% | -$26.9K | 0.56% | 17 |
|
|
2022
Q4 | $1.14M | Sell |
2,240
-56
| -2% | -$28.6K | 0.55% | 19 |
|
|
2022
Q3 | $1M | Sell |
2,296
-3
| -0.1% | -$1.31K | 0.51% | 18 |
|
|
2022
Q2 | $1.08M | Buy |
2,299
+324
| +16% | +$152K | 0.53% | 15 |
|
|
2022
Q1 | $1M | Buy |
1,975
+243
| +14% | +$123K | 0.55% | 16 |
|
|
2021
Q4 | $916K | Buy |
1,732
+29
| +2% | +$15.3K | 0.52% | 22 |
|
|
2021
Q3 | $792K | Buy |
1,703
+784
| +85% | +$365K | 0.42% | 36 |
|
|
2021
Q2 | $436K | Buy |
+919
| New | +$436K | 0.38% | 51 |
|