Sequoia Financial Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
+703
| New | +$342K | ﹤0.01% | 1181 |
|
|
2023
Q3 | – | Sell |
-627
| Closed | -$340K | – | 966 |
|
|
2023
Q2 | $340K | Buy |
+627
| New | +$340K | 0.01% | 653 |
|
|
2015
Q1 | – | Sell |
-1,947
| Closed | -$206K | – | 182 |
|
|
2014
Q4 | $206K | Hold |
1,947
| – | – | 0.14% | 149 |
|
|
2014
Q3 | $200K | Sell |
1,947
-830
| -30% | -$85.3K | 0.14% | 157 |
|
|
2014
Q2 | $260K | Buy |
2,777
+130
| +5% | +$12.2K | 0.2% | 121 |
|
|
2014
Q1 | $237K | Buy |
+2,647
| New | +$237K | 0.2% | 132 |
|