IFP Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
556
+104
| +23% | +$50.6K | 0.01% | 1115 |
|
|
2025
Q1 | $282K | Sell |
452
-33
| -7% | -$20.6K | 0.01% | 1012 |
|
|
2024
Q4 | $260K | Sell |
485
-250
| -34% | -$134K | 0.01% | 1013 |
|
|
2024
Q3 | $442K | Sell |
735
-70
| -9% | -$42K | 0.02% | 736 |
|
|
2024
Q2 | $437K | Buy |
805
+416
| +107% | +$226K | 0.02% | 706 |
|
|
2024
Q1 | $250K | Buy |
389
+165
| +74% | +$106K | 0.01% | 893 |
|
|
2023
Q4 | $131K | Sell |
224
-14
| -6% | -$8.19K | 0.01% | 1142 |
|
|
2023
Q3 | $124K | Buy |
238
+15
| +7% | +$7.8K | 0.01% | 1163 |
|
|
2023
Q2 | $121K | Hold |
223
| – | – | 0.01% | 1234 |
|
|
2023
Q1 | $23.4K | Sell |
223
-48
| -18% | -$5.03K | ﹤0.01% | 1950 |
|
|
2022
Q4 | $36K | Sell |
271
-3
| -1% | -$399 | ﹤0.01% | 2458 |
|
|
2022
Q3 | $37K | Buy |
274
+33
| +14% | +$4.46K | ﹤0.01% | 2613 |
|
|
2022
Q2 | $34K | Hold |
241
| – | – | ﹤0.01% | 2427 |
|
|
2022
Q1 | $34K | Buy |
241
+51
| +27% | +$7.2K | ﹤0.01% | 2427 |
|
|
2021
Q4 | $101K | Buy |
190
+175
| +1,167% | +$93K | ﹤0.01% | 1240 |
|
|
2021
Q3 | $7K | Sell |
15
-37
| -71% | -$17.3K | ﹤0.01% | 2347 |
|
|
2021
Q2 | $25K | Sell |
52
-2
| -4% | -$962 | ﹤0.01% | 1821 |
|
|
2021
Q1 | $26K | Buy |
54
+16
| +42% | +$7.7K | ﹤0.01% | 1723 |
|
|
2020
Q4 | $20K | Buy |
38
+23
| +153% | +$12.1K | ﹤0.01% | 1790 |
|
|
2020
Q3 | $7K | Hold |
15
| – | – | ﹤0.01% | 2017 |
|
|
2020
Q2 | $7K | Hold |
15
| – | – | ﹤0.01% | 1924 |
|
|
2020
Q1 | $6K | Sell |
15
-337
| -96% | -$135K | ﹤0.01% | 1958 |
|
|
2019
Q4 | $154K | Sell |
352
-41
| -10% | -$17.9K | 0.01% | 757 |
|
|
2019
Q3 | $164K | Buy |
+393
| New | +$164K | 0.01% | 834 |
|
|
2019
Q1 | – | Sell |
-17
| Closed | -$5K | – | 2503 |
|
|
2018
Q4 | $5K | Sell |
17
-679
| -98% | -$200K | ﹤0.01% | 2775 |
|
|
2018
Q3 | $223K | Hold |
696
| – | – | 0.01% | 1013 |
|
|
2018
Q2 | $224K | Buy |
696
+2
| +0.3% | +$644 | 0.01% | 1000 |
|
|
2018
Q1 | $169K | Hold |
694
| – | – | 0.01% | 1066 |
|
|
2017
Q4 | $169K | Sell |
694
-12
| -2% | -$2.92K | 0.01% | 1065 |
|
|
2017
Q3 | $143K | Buy |
706
+662
| +1,505% | +$134K | 0.01% | 1340 |
|
|
2017
Q2 | $9K | Sell |
44
-1
| -2% | -$205 | ﹤0.01% | 3045 |
|
|
2017
Q1 | $8K | Hold |
45
| – | – | ﹤0.01% | 2998 |
|
|
2016
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 3078 |
|
|
2016
Q3 | $6K | Buy |
45
+29
| +181% | +$3.87K | ﹤0.01% | 3103 |
|
|
2016
Q2 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 3435 |
|
|
2016
Q1 | – | Sell |
-43
| Closed | -$6K | – | 2518 |
|
|
2015
Q4 | $6K | Buy |
+43
| New | +$6K | ﹤0.01% | 2829 |
|