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Prevail Innovative Wealth Advisors’s Chemed CHE Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio CHE Stock Details CHE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,723
Closed -$5.15M – 175
2024
Q4 		$5.15M Buy
9,723
+4,166
+75% +$2.21M 1.49% 16
2024
Q3 		$3.34M Buy
+5,557
New +$3.34M 1.02% 29