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
2024 Q1	$370K	Sell
2023 Q4	$351K	Buy
2022 Q4	$781K	Buy
2022 Q3	$303K	Buy
2022 Q2	$311K	Buy
2022 Q1	$296K	Buy
2021 Q3	$133K	Sell
2021 Q2	$338K	Buy
2021 Q1	$231K	Buy