SW
SkyOak Wealth’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-523
| Closed | -$306K | – | 254 |
|
|
2023
Q4 | $306K | Sell |
523
-3
| -0.6% | -$1.75K | 0.08% | 178 |
|
|
2023
Q3 | $273K | Buy |
526
+12
| +2% | +$6.24K | 0.08% | 181 |
|
|
2023
Q2 | $278K | Buy |
514
+29
| +6% | +$15.7K | 0.08% | 179 |
|
|
2023
Q1 | $261K | Buy |
485
+43
| +10% | +$23.1K | 0.08% | 180 |
|
|
2022
Q4 | $226K | Buy |
+442
| New | +$226K | 0.08% | 188 |
|
|
2022
Q3 | – | Sell |
-430
| Closed | -$202K | – | 223 |
|
|
2022
Q2 | $202K | Sell |
430
-46
| -10% | -$21.6K | 0.07% | 195 |
|
|
2022
Q1 | $241K | Buy |
476
+9
| +2% | +$4.56K | 0.07% | 199 |
|
|
2021
Q4 | $247K | Buy |
+467
| New | +$247K | 0.06% | 199 |
|