Fortis Capital Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-595
| Closed | -$382K | – | 166 |
|
|
2024
Q1 | $382K | Buy |
+595
| New | +$382K | 0.16% | 118 |
|
|
2023
Q2 | – | Sell |
-115
| Closed | -$61.8K | – | 190 |
|
|
2023
Q1 | $61.8K | Buy |
115
+70
| +156% | +$37.6K | 0.03% | 249 |
|
|
2022
Q4 | $23K | Buy |
+45
| New | +$23K | 0.01% | 387 |
|