Independent Portfolio Consultants’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $13K | Sell |
65
-235
| -78% | -$47K | 0.01% | 663 |
|
|
2017
Q1 | $55K | Sell |
300
-105
| -26% | -$19.3K | 0.02% | 547 |
|
|
2016
Q4 | $65K | Buy |
405
+15
| +4% | +$2.41K | 0.02% | 506 |
|
|
2016
Q3 | $55K | Sell |
390
-150
| -28% | -$21.2K | 0.02% | 523 |
|
|
2016
Q2 | $74K | Hold |
540
| – | – | 0.02% | 494 |
|
|
2016
Q1 | $73K | Sell |
540
-140
| -21% | -$18.9K | 0.02% | 516 |
|
|
2015
Q4 | $102K | Sell |
680
-50
| -7% | -$7.5K | 0.03% | 465 |
|
|
2015
Q3 | $97K | Sell |
730
-90
| -11% | -$12K | 0.02% | 463 |
|
|
2015
Q2 | $108K | Sell |
820
-5
| -0.6% | -$659 | 0.02% | 489 |
|
|
2015
Q1 | $99K | Sell |
825
-25
| -3% | -$3K | 0.02% | 481 |
|
|
2014
Q4 | $90K | Sell |
850
-3,475
| -80% | -$368K | 0.02% | 530 |
|
|
2014
Q3 | $445K | Sell |
4,325
-805
| -16% | -$82.8K | 0.12% | 249 |
|
|
2014
Q2 | $481K | Buy |
5,130
+235
| +5% | +$22K | 0.13% | 244 |
|
|
2014
Q1 | $437K | Buy |
4,895
+85
| +2% | +$7.59K | 0.14% | 275 |
|
|
2013
Q4 | $369K | Buy |
4,810
+1,140
| +31% | +$87.5K | 0.13% | 323 |
|
|
2013
Q3 | $262K | Buy |
3,670
+130
| +4% | +$9.28K | 0.1% | 385 |
|
|
2013
Q2 | $256K | Buy |
+3,540
| New | +$256K | 0.11% | 372 |
|