IWA
Intercontinental Wealth Advisors’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $412K | Buy |
761
+26
| +4% | +$14.1K | 0.1% | 211 |
|
|
2023
Q1 | $395K | Sell |
735
-35
| -5% | -$18.8K | 0.1% | 222 |
|
|
2022
Q4 | $393K | Sell |
770
-13
| -2% | -$6.64K | 0.12% | 197 |
|
|
2022
Q3 | $342K | Buy |
783
+15
| +2% | +$6.55K | 0.11% | 206 |
|
|
2022
Q2 | $360K | Sell |
768
-10
| -1% | -$4.69K | 0.1% | 202 |
|
|
2022
Q1 | $394K | Buy |
778
+4
| +0.5% | +$2.03K | 0.09% | 207 |
|
|
2021
Q4 | $409K | Buy |
774
+339
| +78% | +$179K | 0.09% | 207 |
|
|
2021
Q3 | $202K | Sell |
435
-80
| -16% | -$37.1K | 0.05% | 274 |
|
|
2021
Q2 | $244K | Buy |
515
+78
| +18% | +$37K | 0.05% | 259 |
|
|
2021
Q1 | $201K | Buy |
+437
| New | +$201K | 0.04% | 267 |
|