Reilly Financial Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-58
| Closed | -$26K | – | 845 |
|
|
2020
Q2 | $26K | Hold |
58
| – | – | ﹤0.01% | 399 |
|
|
2020
Q1 | $25K | Hold |
58
| – | – | ﹤0.01% | 396 |
|
|
2019
Q4 | $25K | Hold |
58
| – | – | ﹤0.01% | 455 |
|
|
2019
Q3 | $24K | Sell |
58
-106
| -65% | -$43.9K | ﹤0.01% | 465 |
|
|
2019
Q2 | $59K | Buy |
164
+1
| +0.6% | +$360 | 0.01% | 332 |
|
|
2019
Q1 | $52K | Hold |
163
| – | – | 0.01% | 347 |
|
|
2018
Q4 | $46K | Hold |
163
| – | – | 0.01% | 347 |
|
|
2018
Q3 | $52K | Buy |
163
+105
| +181% | +$33.5K | 0.01% | 354 |
|
|
2018
Q2 | $19K | Hold |
58
| – | – | ﹤0.01% | 515 |
|
|
2018
Q1 | $16K | Buy |
+58
| New | +$16K | ﹤0.01% | 550 |
|