Householder Group Estate & Retirement Specialist’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-230
| Closed | -$138K | – | 650 |
|
|
2024
Q3 | $138K | Hold |
230
| – | – | 0.04% | 305 |
|
|
2024
Q2 | $124K | Sell |
230
-188
| -45% | -$101K | 0.03% | 310 |
|
|
2024
Q1 | $268K | Hold |
418
| – | – | 0.08% | 201 |
|
|
2023
Q4 | $244K | Hold |
418
| – | – | 0.08% | 212 |
|
|
2023
Q3 | $217K | Buy |
+418
| New | +$217K | 0.08% | 209 |
|
|
2023
Q1 | $225K | Hold |
418
| – | – | 0.09% | 188 |
|
|
2022
Q4 | $213K | Hold |
418
| – | – | 0.32% | 45 |
|
|
2022
Q3 | $182K | Buy |
+418
| New | +$182K | 0.08% | 189 |
|
|
2022
Q2 | – | Sell |
-418
| Closed | -$212K | – | 192 |
|
|
2022
Q1 | $212K | Hold |
418
| – | – | 0.09% | 184 |
|
|
2021
Q4 | $221K | Buy |
+418
| New | +$221K | 0.08% | 186 |
|