Journey Advisory Group’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-441
| Closed | -$237K | – | 228 |
|
|
2023
Q1 | $237K | Sell |
441
-58
| -12% | -$31.2K | 0.04% | 214 |
|
|
2022
Q4 | $255K | Hold |
499
| – | – | 0.06% | 198 |
|
|
2022
Q3 | $218K | Hold |
499
| – | – | 0.06% | 222 |
|
|
2022
Q2 | $234K | Buy |
499
+1
| +0.2% | +$469 | 0.05% | 225 |
|
|
2022
Q1 | $252K | Buy |
+498
| New | +$252K | 0.06% | 198 |
|