IHT Wealth Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-327
| Closed | -$201K | – | 1159 |
|
|
2025
Q1 | $201K | Buy |
+327
| New | +$201K | 0.01% | 1038 |
|
|
2024
Q4 | – | Sell |
-456
| Closed | -$272K | – | 1093 |
|
|
2024
Q3 | $272K | Sell |
456
-202
| -31% | -$121K | 0.01% | 945 |
|
|
2024
Q2 | $357K | Sell |
658
-6
| -0.9% | -$3.25K | 0.01% | 742 |
|
|
2024
Q1 | $427K | Buy |
664
+2
| +0.3% | +$1.29K | 0.02% | 686 |
|
|
2023
Q4 | $387K | Buy |
662
+18
| +3% | +$10.5K | 0.02% | 679 |
|
|
2023
Q3 | $335K | Buy |
644
+20
| +3% | +$10.4K | 0.02% | 684 |
|
|
2023
Q2 | $338K | Buy |
624
+23
| +4% | +$12.5K | 0.02% | 677 |
|
|
2023
Q1 | $323K | Sell |
601
-6
| -1% | -$3.23K | 0.02% | 671 |
|
|
2022
Q4 | $310K | Buy |
+607
| New | +$310K | 0.02% | 650 |
|