JFS Wealth Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.87K | Hold |
10
| – | – | ﹤0.01% | 1098 |
|
2025
Q1 | $6.15K | Hold |
10
| – | – | ﹤0.01% | 1039 |
|
2024
Q4 | $5.3K | Hold |
10
| – | – | ﹤0.01% | 1110 |
|
2024
Q3 | $6.01K | Hold |
10
| – | – | ﹤0.01% | 1056 |
|
2024
Q2 | $5.43K | Hold |
10
| – | – | ﹤0.01% | 1031 |
|
2024
Q1 | $6.42K | Hold |
10
| – | – | ﹤0.01% | 1003 |
|
2023
Q4 | $5.85K | Hold |
10
| – | – | ﹤0.01% | 987 |
|
2023
Q3 | $5.2K | Hold |
10
| – | – | ﹤0.01% | 981 |
|
2023
Q2 | $5.42K | Sell |
10
-1
| -9% | -$542 | ﹤0.01% | 965 |
|
2023
Q1 | $5.92K | Buy |
11
+1
| +10% | +$538 | ﹤0.01% | 917 |
|
2022
Q4 | $5.1K | Sell |
10
-1
| -9% | -$510 | ﹤0.01% | 983 |
|
2022
Q3 | $5K | Buy |
11
+4
| +57% | +$1.82K | ﹤0.01% | 971 |
|
2022
Q2 | $3K | Sell |
7
-1
| -13% | -$429 | ﹤0.01% | 1158 |
|
2022
Q1 | $4K | Buy |
8
+4
| +100% | +$2K | ﹤0.01% | 1115 |
|
2021
Q4 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 1048 |
|