FWM
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Forza Wealth Management’s Chemed CHE Stock Holding History

Forza Wealth Management’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$260K – 172
2023
Q3 		$260K Hold
500
– – 0.13% 156
2023
Q2 		$271K Buy
500
+50
+11% +$27.3K 0.14% 157
2023
Q1 		$242K Buy
+450
New +$229K 0.12% 161

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