Golden State Equity Partners’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-350
| Closed | -$215K | – | 442 |
|
|
2025
Q1 | $215K | Sell |
350
-174
| -33% | -$107K | 0.04% | 400 |
|
|
2024
Q4 | $278K | Sell |
524
-225
| -30% | -$119K | 0.05% | 350 |
|
|
2024
Q3 | $450K | Sell |
749
-287
| -28% | -$172K | 0.24% | 102 |
|
|
2024
Q2 | $562K | Buy |
+1,036
| New | +$562K | 0.12% | 190 |
|
|
2023
Q4 | $508K | Buy |
869
+196
| +29% | +$115K | 0.12% | 189 |
|
|
2023
Q3 | $350K | Buy |
673
+153
| +29% | +$79.5K | 0.1% | 220 |
|
|
2023
Q2 | $282K | Buy |
+520
| New | +$282K | 0.08% | 293 |
|