Greenleaf Trust’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-471
| Closed | -$251K | – | 709 |
|
|
2020
Q4 | $251K | Buy |
471
+20
| +4% | +$10.7K | ﹤0.01% | 519 |
|
|
2020
Q3 | $217K | Buy |
451
+1
| +0.2% | +$481 | ﹤0.01% | 497 |
|
|
2020
Q2 | $203K | Buy |
+450
| New | +$203K | ﹤0.01% | 508 |
|
|
2018
Q4 | – | Sell |
-839
| Closed | -$268K | – | 498 |
|
|
2018
Q3 | $268K | Buy |
+839
| New | +$268K | ﹤0.01% | 428 |
|
|
2018
Q2 | – | Sell |
-226
| Closed | -$62K | – | 523 |
|
|
2018
Q1 | $62K | Hold |
226
| – | – | ﹤0.01% | 472 |
|
|
2017
Q4 | $55K | Hold |
226
| – | – | ﹤0.01% | 475 |
|
|
2017
Q3 | $46K | Buy |
+226
| New | +$46K | ﹤0.01% | 447 |
|