OneDigital Investment Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-379
| Closed | -$221K | – | 1102 |
|
|
2023
Q4 | $221K | Buy |
+379
| New | +$221K | ﹤0.01% | 1021 |
|
|
2023
Q3 | – | Sell |
-412
| Closed | -$223K | – | 995 |
|
|
2023
Q2 | $223K | Sell |
412
-40
| -9% | -$21.7K | ﹤0.01% | 921 |
|
|
2023
Q1 | $243K | Buy |
452
+3
| +0.7% | +$1.61K | 0.01% | 843 |
|
|
2022
Q4 | $229K | Sell |
449
-9
| -2% | -$4.59K | 0.01% | 737 |
|
|
2022
Q3 | $200K | Sell |
458
-17
| -4% | -$7.42K | 0.01% | 712 |
|
|
2022
Q2 | $223K | Buy |
+475
| New | +$223K | 0.01% | 632 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$18K | – | 618 |
|
|
2019
Q2 | $18K | Sell |
50
-25
| -33% | -$9K | ﹤0.01% | 822 |
|
|
2019
Q1 | $24K | Hold |
75
| – | – | ﹤0.01% | 676 |
|
|
2018
Q4 | $21K | Hold |
75
| – | – | ﹤0.01% | 678 |
|
|
2018
Q3 | $24K | Hold |
75
| – | – | 0.01% | 600 |
|
|
2018
Q2 | $24K | Sell |
75
-125
| -63% | -$40K | 0.01% | 738 |
|
|
2018
Q1 | $55K | Sell |
200
-200
| -50% | -$55K | 0.01% | 492 |
|
|
2017
Q4 | $97K | Hold |
400
| – | – | 0.01% | 345 |
|
|
2017
Q3 | $81K | Hold |
400
| – | – | 0.03% | 274 |
|
|
2017
Q2 | $82K | Buy |
+400
| New | +$82K | 0.02% | 358 |
|