GW Henssler & Associates’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-711
| Closed | -$327K | – | 230 |
|
|
2021
Q1 | $327K | Hold |
711
| – | – | 0.02% | 174 |
|
|
2020
Q4 | $379K | Sell |
711
-2
| -0.3% | -$1.07K | 0.03% | 143 |
|
|
2020
Q3 | $342K | Buy |
713
+45
| +7% | +$21.6K | 0.03% | 141 |
|
|
2020
Q2 | $301K | Buy |
+668
| New | +$301K | 0.03% | 136 |
|
|
2015
Q2 | – | Sell |
-2,155
| Closed | -$257K | – | 168 |
|
|
2015
Q1 | $257K | Buy |
2,155
+85
| +4% | +$10.1K | 0.03% | 150 |
|
|
2014
Q4 | $219K | Buy |
2,070
+36
| +2% | +$3.81K | 0.02% | 151 |
|
|
2014
Q3 | $209K | Buy |
+2,034
| New | +$209K | 0.03% | 136 |
|