Pathstone Family Office’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.42M | Buy |
2,728
+264
| +11% | +$137K | 0.01% | 570 |
|
|
2023
Q2 | $1.35M | Buy |
2,464
+140
| +6% | +$76.8K | 0.02% | 396 |
|
|
2023
Q1 | $1.23M | Sell |
2,324
-3,262
| -58% | -$1.73M | 0.02% | 390 |
|
|
2022
Q4 | $2.54M | Buy |
5,586
+768
| +16% | +$350K | 0.02% | 430 |
|
|
2022
Q3 | $2.1M | Buy |
4,818
+3,467
| +257% | +$1.51M | 0.02% | 426 |
|
|
2022
Q2 | $634K | Sell |
1,351
-150
| -10% | -$70.4K | 0.01% | 486 |
|
|
2022
Q1 | $1.05M | Sell |
1,501
-152
| -9% | -$106K | 0.02% | 314 |
|
|
2021
Q4 | $875K | Sell |
1,653
-151
| -8% | -$79.9K | 0.02% | 370 |
|
|
2021
Q3 | $839K | Buy |
1,804
+443
| +33% | +$206K | 0.02% | 346 |
|
|
2021
Q2 | $645K | Buy |
+1,361
| New | +$645K | 0.02% | 395 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | -$1K | – | 766 |
|
|
2020
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 819 |
|
|
2020
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 748 |
|