Summit Trail 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 | $430K | Buy |
883
+392
| +80% | +$191K | 0.01% | 787 |
|
|
2025
Q1 | $302K | Buy |
+491
| New | +$302K | 0.01% | 326 |
|
|
2018
Q4 | – | Sell |
-487
| Closed | -$156K | – | 140 |
|
|
2018
Q3 | $156K | Buy |
487
+58
| +14% | +$18.6K | 0.03% | 208 |
|
|
2018
Q2 | $138K | Buy |
+429
| New | +$138K | 0.05% | 170 |
|
|
2018
Q1 | – | Sell |
-550
| Closed | -$145K | – | 649 |
|
|
2017
Q4 | $145K | Buy |
+550
| New | +$145K | 0.02% | 521 |
|