J.P. Morgan Private Wealth Advisors’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $332K | Sell |
639
-177
| -22% | -$92K | ﹤0.01% | 1424 |
|
|
2023
Q2 | $442K | Sell |
816
-315
| -28% | -$171K | ﹤0.01% | 1089 |
|
|
2023
Q1 | $608K | Sell |
1,131
-110
| -9% | -$59.2K | ﹤0.01% | 1392 |
|
|
2022
Q4 | $633K | Buy |
1,241
+70
| +6% | +$35.7K | ﹤0.01% | 1363 |
|
|
2022
Q3 | $511K | Sell |
1,171
-3
| -0.3% | -$1.31K | ﹤0.01% | 1443 |
|
|
2022
Q2 | $551K | Sell |
1,174
-195
| -14% | -$91.5K | ﹤0.01% | 1422 |
|
|
2022
Q1 | $694K | Buy |
1,369
+152
| +12% | +$77.1K | ﹤0.01% | 1377 |
|
|
2021
Q4 | $644K | Sell |
1,217
-275
| -18% | -$146K | ﹤0.01% | 1446 |
|
|
2021
Q3 | $694K | Buy |
1,492
+212
| +17% | +$98.6K | ﹤0.01% | 1374 |
|
|
2021
Q2 | $607K | Buy |
1,280
+244
| +24% | +$116K | ﹤0.01% | 1405 |
|
|
2021
Q1 | $476K | Sell |
1,036
-715
| -41% | -$329K | ﹤0.01% | 1331 |
|
|
2020
Q4 | $933K | Sell |
1,751
-79
| -4% | -$42.1K | ﹤0.01% | 1030 |
|
|
2020
Q3 | $879K | Buy |
1,830
+51
| +3% | +$24.5K | ﹤0.01% | 936 |
|
|
2020
Q2 | $802K | Sell |
1,779
-41
| -2% | -$18.5K | ﹤0.01% | 891 |
|
|
2020
Q1 | $788K | Buy |
1,820
+505
| +38% | +$219K | ﹤0.01% | 787 |
|
|
2019
Q4 | $577K | Sell |
1,315
-18
| -1% | -$7.9K | ﹤0.01% | 993 |
|
|
2019
Q3 | $557K | Buy |
1,333
+33
| +3% | +$13.8K | ﹤0.01% | 969 |
|
|
2019
Q2 | $469K | Sell |
1,300
-9
| -0.7% | -$3.25K | ﹤0.01% | 1012 |
|
|
2019
Q1 | $419K | Sell |
1,309
-13
| -1% | -$4.16K | ﹤0.01% | 1089 |
|
|
2018
Q4 | $375K | Hold |
1,322
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q3 | $423K | Hold |
1,322
| – | – | ﹤0.01% | 1138 |
|
|
2018
Q2 | $425K | Buy |
1,322
+252
| +24% | +$81K | ﹤0.01% | 1071 |
|
|
2018
Q1 | $292K | Buy |
+1,070
| New | +$292K | ﹤0.01% | 1051 |
|