Icon Wealth Partners’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,711
| Closed | -$812K | – | 340 |
|
|
2021
Q2 | $812K | Buy |
1,711
+149
| +10% | +$70.7K | 0.09% | 176 |
|
|
2021
Q1 | $718K | Sell |
1,562
-283
| -15% | -$130K | 0.09% | 171 |
|
|
2020
Q4 | $983K | Buy |
1,845
+401
| +28% | +$214K | 0.16% | 119 |
|
|
2020
Q3 | $694K | Buy |
+1,444
| New | +$694K | 0.13% | 119 |
|
|
2019
Q2 | – | Sell |
-190
| Closed | -$61K | – | 267 |
|
|
2019
Q1 | $61K | Buy |
+190
| New | +$61K | 0.02% | 311 |
|
|
2018
Q3 | – | Sell |
-194
| Closed | -$62K | – | 351 |
|
|
2018
Q2 | $62K | Buy |
+194
| New | +$62K | 0.03% | 327 |
|
|
2018
Q1 | – | Sell |
-194
| Closed | -$47K | – | 340 |
|
|
2017
Q4 | $47K | Buy |
+194
| New | +$47K | 0.02% | 431 |
|