Schechter Investment Advisors’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $657K | Sell |
1,067
-11
| -1% | -$6.77K | 0.05% | 309 |
|
|
2024
Q4 | $571K | Buy |
1,078
+6
| +0.6% | +$3.18K | 0.04% | 361 |
|
|
2024
Q3 | $644K | Hold |
1,072
| – | – | 0.05% | 346 |
|
|
2024
Q2 | $582K | Sell |
1,072
-20
| -2% | -$10.9K | 0.04% | 341 |
|
|
2024
Q1 | $701K | Buy |
+1,092
| New | +$701K | 0.05% | 317 |
|