Shelton Capital Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-486
| Closed | -$208K | – | 732 |
|
|
2025
Q4 | $208K | Sell |
486
-50
| -9% | -$21.8K | ﹤0.01% | 656 |
|
|
2025
Q3 | $240K | Hold |
536
| – | – | 0.01% | 594 |
|
|
2025
Q2 | $261K | Sell |
536
-13
| -2% | -$7.41K | 0.01% | 546 |
|
|
2025
Q1 | $338K | Sell |
549
-19
| -3% | -$10.8K | 0.01% | 429 |
|
|
2024
Q4 | $301K | Sell |
568
-33
| -5% | -$18.6K | 0.01% | 503 |
|
|
2024
Q3 | $361K | Hold |
601
| – | – | 0.01% | 425 |
|
|
2024
Q2 | $326K | Sell |
601
-48
| -7% | -$27.5K | 0.01% | 457 |
|
|
2024
Q1 | $417K | Hold |
649
| – | – | 0.01% | 403 |
|
|
2023
Q4 | $380K | Sell |
649
-47
| -7% | -$26.3K | 0.01% | 403 |
|
|
2023
Q3 | $362K | Sell |
696
-37
| -5% | -$19.2K | 0.01% | 388 |
|
|
2023
Q2 | $397K | Sell |
733
-21
| -3% | -$11.5K | 0.01% | 374 |
|
|
2023
Q1 | $405K | Hold |
754
| – | – | 0.02% | 355 |
|
|
2022
Q4 | $385K | Sell |
754
-33
| -4% | -$16.1K | 0.04% | 344 |
|
|
2022
Q3 | $344K | Sell |
787
-46
| -6% | -$22.1K | 0.02% | 392 |
|
|
2022
Q2 | $391K | Hold |
833
| – | – | 0.02% | 368 |
|
|
2022
Q1 | $422K | Hold |
833
| – | – | 0.02% | 410 |
|
|
2021
Q4 | $441K | Sell |
833
-56
| -6% | -$26.9K | 0.02% | 408 |
|
|
2021
Q3 | $413K | Hold |
889
| – | – | 0.02% | 417 |
|
|
2021
Q2 | $422K | Hold |
889
| – | – | 0.02% | 424 |
|
|
2021
Q1 | $409K | Hold |
889
| – | – | 0.01% | 438 |
|
|
2020
Q4 | $473K | Sell |
889
-43
| -5% | -$21.1K | 0.02% | 361 |
|
|
2020
Q3 | $448K | Hold |
932
| – | – | 0.02% | 452 |
|
|
2020
Q2 | $420K | Sell |
932
-49
| -5% | -$21.9K | 0.02% | 355 |
|
|
2020
Q1 | $425K | Sell |
981
-46
| -4% | -$20.5K | 0.04% | 320 |
|
|
2019
Q4 | $451K | Sell |
1,027
-56
| -5% | -$23.6K | 0.03% | 385 |
|
|
2019
Q3 | $452K | Hold |
1,083
| – | – | 0.03% | 375 |
|
|
2019
Q2 | $391K | Buy |
1,083
+718
| +197% | +$240K | 0.02% | 426 |
|
|
2019
Q1 | $1.14K | Sell |
365
-776
| -68% | -$238K | ﹤0.01% | 819 |
|
|
2018
Q4 | $323K | Hold |
1,141
| – | – | 0.02% | 448 |
|
|
2018
Q3 | $365K | Sell |
1,141
-420
| -27% | -$134K | 0.02% | 489 |
|
|
2018
Q2 | $502K | Buy |
1,561
+86
| +6% | +$26.9K | 0.03% | 350 |
|
|
2018
Q1 | $402K | Buy |
+1,475
| New | +$391K | 0.03% | 423 |
|
|
2017
Q2 | – | Sell |
-1,521
| Closed | -$278K | – | 866 |
|
|
2017
Q1 | $278K | Buy |
1,521
+105
| +7% | +$18.3K | 0.02% | 613 |
|
|
2016
Q4 | $227K | Buy |
+1,416
| New | +$208K | 0.02% | 767 |
|
Other funds holding CHE
VPM
VCM
