Independent Advisor Alliance’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Sell |
1,581
-712
| -31% | -$347K | 0.02% | 465 |
|
|
2025
Q1 | $1.41M | Buy |
2,293
+14
| +0.6% | +$8.61K | 0.05% | 310 |
|
|
2024
Q4 | $1.21M | Buy |
2,279
+25
| +1% | +$13.2K | 0.02% | 667 |
|
|
2024
Q3 | $1.35M | Sell |
2,254
-66
| -3% | -$39.7K | 0.05% | 277 |
|
|
2024
Q2 | $1.26M | Buy |
2,320
+1,204
| +108% | +$653K | 0.04% | 286 |
|
|
2024
Q1 | $716K | Hold |
1,116
| – | – | 0.03% | 378 |
|
|
2023
Q4 | $653K | Sell |
1,116
-31
| -3% | -$18.1K | 0.02% | 380 |
|
|
2023
Q3 | $596K | Hold |
1,147
| – | – | 0.03% | 381 |
|
|
2023
Q2 | $621K | Hold |
1,147
| – | – | 0.03% | 383 |
|
|
2023
Q1 | $617K | Buy |
+1,147
| New | +$617K | 0.03% | 381 |
|
|
2022
Q4 | – | Sell |
-1,147
| Closed | -$501K | – | 458 |
|
|
2022
Q3 | $501K | Sell |
1,147
-110
| -9% | -$48K | 0.03% | 374 |
|
|
2022
Q2 | $590K | Sell |
1,257
-150
| -11% | -$70.4K | 0.03% | 344 |
|
|
2022
Q1 | $713K | Sell |
1,407
-191
| -12% | -$96.8K | 0.03% | 327 |
|
|
2021
Q4 | $845K | Sell |
1,598
-400
| -20% | -$212K | 0.04% | 304 |
|
|
2021
Q3 | $929K | Hold |
1,998
| – | – | 0.05% | 282 |
|
|
2021
Q2 | $948K | Buy |
+1,998
| New | +$948K | 0.05% | 292 |
|