J.W. Coons Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-560
| Closed | -$258K | – | 216 |
|
|
2021
Q1 | $258K | Hold |
560
| – | – | 0.09% | 189 |
|
|
2020
Q4 | $299K | Sell |
560
-50
| -8% | -$26.7K | 0.11% | 166 |
|
|
2020
Q3 | $293K | Hold |
610
| – | – | 0.12% | 155 |
|
|
2020
Q2 | $276K | Sell |
610
-100
| -14% | -$45.2K | 0.12% | 157 |
|
|
2020
Q1 | $308K | Buy |
+710
| New | +$308K | 0.16% | 144 |
|