LVW 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 | $437K | Sell |
897
-77
| -8% | -$37.5K | 0.05% | 201 |
|
|
2025
Q1 | $599K | Buy |
974
+4
| +0.4% | +$2.46K | 0.07% | 155 |
|
|
2024
Q4 | $514K | Sell |
970
-70
| -7% | -$37.1K | 0.06% | 181 |
|
|
2024
Q3 | $625K | Buy |
1,040
+104
| +11% | +$62.5K | 0.08% | 160 |
|
|
2024
Q2 | $508K | Buy |
936
+75
| +9% | +$40.7K | 0.07% | 169 |
|
|
2024
Q1 | $553K | Sell |
861
-25
| -3% | -$16K | 0.09% | 154 |
|
|
2023
Q4 | $518K | Sell |
886
-30
| -3% | -$17.5K | 0.1% | 150 |
|
|
2023
Q3 | $476K | Sell |
916
-75
| -8% | -$39K | 0.1% | 132 |
|
|
2023
Q2 | $537K | Sell |
991
-9
| -0.9% | -$4.88K | 0.1% | 119 |
|
|
2023
Q1 | $538K | Sell |
1,000
-37
| -4% | -$19.9K | 0.11% | 133 |
|
|
2022
Q4 | $529K | Sell |
1,037
-94
| -8% | -$48K | 0.11% | 139 |
|
|
2022
Q3 | $494K | Sell |
1,131
-12
| -1% | -$5.24K | 0.11% | 130 |
|
|
2022
Q2 | $537K | Buy |
1,143
+86
| +8% | +$40.4K | 0.11% | 124 |
|
|
2022
Q1 | $535K | Sell |
1,057
-79
| -7% | -$40K | 0.09% | 136 |
|
|
2021
Q4 | $601K | Sell |
1,136
-5
| -0.4% | -$2.65K | 0.1% | 135 |
|
|
2021
Q3 | $531K | Buy |
1,141
+18
| +2% | +$8.38K | 0.09% | 151 |
|
|
2021
Q2 | $533K | Sell |
1,123
-50
| -4% | -$23.7K | 0.09% | 139 |
|
|
2021
Q1 | $539K | Buy |
1,173
+367
| +46% | +$169K | 0.1% | 140 |
|
|
2020
Q4 | $429K | Buy |
806
+30
| +4% | +$16K | 0.09% | 130 |
|
|
2020
Q3 | $373K | Buy |
+776
| New | +$373K | 0.08% | 129 |
|