Heritage Wealth Management (Arizona)’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $282K | Sell |
520
-57
| -10% | -$30.9K | 0.16% | 122 |
|
|
2024
Q1 | $370K | Sell |
577
-23
| -4% | -$14.8K | 0.19% | 107 |
|
|
2023
Q4 | $351K | Buy |
+600
| New | +$351K | 0.19% | 106 |
|
|
2022
Q4 | $781K | Buy |
1,530
+836
| +120% | +$427K | 0.11% | 136 |
|
|
2022
Q3 | $303K | Buy |
694
+32
| +5% | +$14K | 0.1% | 150 |
|
|
2022
Q2 | $311K | Buy |
662
+77
| +13% | +$36.1K | 0.1% | 149 |
|
|
2022
Q1 | $296K | Buy |
+585
| New | +$296K | 0.08% | 194 |
|
|
2021
Q3 | $133K | Sell |
287
-425
| -60% | -$197K | 0.05% | 288 |
|
|
2021
Q2 | $338K | Buy |
712
+209
| +42% | +$99.2K | 0.13% | 131 |
|
|
2021
Q1 | $231K | Buy |
+503
| New | +$231K | 0.13% | 145 |
|