Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Chemed CHE Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-93
Closed -$48.3K – 105
2023
Q3 		$48.3K Buy
+93
New +$48.3K 0.01% 183

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Legacy Financial Group (Iowa)'s CHE Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Chemed (CHE) in Q4 2023, closing a stake of 93 shares — an estimated $48.3K sold.

Legacy Financial Group (Iowa) first reported a position in CHE in Q3 2023 and held it in 1 quarter. The position peaked at $48.3K in Q3 2023. 500 funds tracked by Wall St. Rank hold CHE as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Chemed position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 93 Chemed shares in Q4 2023, an estimated $48.3K.
  • Legacy Financial Group (Iowa) first reported a position in Chemed in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Chemed position peaked at $48.3K in Q3 2023.
  • 500 funds tracked by Wall St. Rank held Chemed as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.