HWMA
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Heritage Wealth Management (Arizona)’s Chemed CHE Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$282K Sell
520
-57
-10% -$32.6K 0.16% 122
2024
Q1 		$370K Sell
577
-23
-4% -$14K 0.19% 107
2023
Q4 		$351K Buy
+600
New +$336K 0.19% 106
2022
Q4 		$781K Buy
1,530
+836
+120% +$407K 0.11% 136
2022
Q3 		$303K Buy
694
+32
+5% +$15.4K 0.1% 150
2022
Q2 		$311K Buy
662
+77
+13% +$37.6K 0.1% 149
2022
Q1 		$296K Buy
+585
New +$281K 0.08% 194
2021
Q3 		$133K Sell
287
-425
-60% -$200K 0.05% 288
2021
Q2 		$338K Buy
712
+209
+42% +$100K 0.13% 131
2021
Q1 		$231K Buy
+503
New +$247K 0.13% 145

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