Legacy Capital Wealth Partners’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
872
+19
| +2% | +$9.25K | 0.1% | 228 |
|
|
2025
Q1 | $525K | Sell |
853
-75
| -8% | -$46.1K | 0.13% | 175 |
|
|
2024
Q4 | $492K | Sell |
928
-1,051
| -53% | -$557K | 0.12% | 184 |
|
|
2024
Q3 | $1.19M | Buy |
1,979
+925
| +88% | +$556K | 0.24% | 85 |
|
|
2024
Q2 | $572K | Buy |
+1,054
| New | +$572K | 0.15% | 137 |
|
|
2024
Q1 | – | Sell |
-1,061
| Closed | -$620K | – | 157 |
|
|
2023
Q4 | $620K | Sell |
1,061
-44
| -4% | -$25.7K | 0.18% | 123 |
|
|
2023
Q3 | $574K | Buy |
+1,105
| New | +$574K | 0.16% | 133 |
|
|
2023
Q2 | – | Sell |
-1,080
| Closed | -$581K | – | 76 |
|
|
2023
Q1 | $581K | Buy |
+1,080
| New | +$581K | 0.16% | 121 |
|