Sugarloaf Wealth Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.79M | Buy |
7,150
+1,285
| +22% | +$681K | 0.72% | 26 |
|
|
2024
Q3 | $3.52M | Buy |
5,865
+175
| +3% | +$105K | 0.67% | 28 |
|
|
2024
Q2 | $3.09M | Buy |
5,690
+125
| +2% | +$67.8K | 0.63% | 30 |
|
|
2024
Q1 | $3.57M | Buy |
5,565
+285
| +5% | +$183K | 0.74% | 24 |
|
|
2023
Q4 | $3.09M | Buy |
5,280
+127
| +2% | +$74.3K | 0.74% | 28 |
|
|
2023
Q3 | $2.68M | Buy |
5,153
+396
| +8% | +$206K | 0.68% | 28 |
|
|
2023
Q2 | $2.58M | Buy |
4,757
+161
| +4% | +$87.2K | 0.6% | 26 |
|
|
2023
Q1 | $2.47M | Buy |
4,596
+70
| +2% | +$37.6K | 0.61% | 26 |
|
|
2022
Q4 | $2.31M | Buy |
4,526
+45
| +1% | +$23K | 0.58% | 29 |
|
|
2022
Q3 | $1.96M | Buy |
4,481
+262
| +6% | +$114K | 0.5% | 34 |
|
|
2022
Q2 | $1.98M | Sell |
4,219
-40
| -0.9% | -$18.8K | 0.5% | 35 |
|
|
2022
Q1 | $2.18M | Buy |
4,259
+342
| +9% | +$175K | 0.52% | 33 |
|
|
2021
Q4 | $2.07M | Buy |
3,917
+288
| +8% | +$152K | 0.49% | 35 |
|
|
2021
Q3 | $1.69M | Buy |
3,629
+693
| +24% | +$322K | 0.44% | 36 |
|
|
2021
Q2 | $1.4M | Buy |
2,936
+315
| +12% | +$150K | 0.38% | 38 |
|
|
2021
Q1 | $1.21K | Buy |
2,621
+183
| +8% | +$84 | 0.36% | 39 |
|
|
2020
Q4 | $1.3M | Buy |
2,438
+148
| +6% | +$78.9K | 0.43% | 34 |
|
|
2020
Q3 | $1.11M | Buy |
2,290
+2,270
| +11,350% | +$1.1M | 0.4% | 38 |
|
|
2020
Q2 | $9K | Hold |
20
| – | – | ﹤0.01% | 454 |
|
|
2020
Q1 | $9K | Buy |
+20
| New | +$9K | ﹤0.01% | 441 |
|