SWA
Sutton Wealth Advisors’s Chemed CHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$510 | – | 949 |
|
|
2022
Q4 | $510 | Sell |
1
-1
| -50% | -$510 | ﹤0.01% | 1487 |
|
|
2022
Q3 | $873 | Buy |
2
+1
| +100% | +$437 | ﹤0.01% | 1329 |
|
|
2022
Q2 | $469 | Hold |
1
| – | – | ﹤0.01% | 1473 |
|
|
2022
Q1 | $507 | Sell |
1
-1
| -50% | -$507 | ﹤0.01% | 1483 |
|
|
2021
Q4 | $1.06K | Buy |
+2
| New | +$1.06K | ﹤0.01% | 1315 |
|
|
2018
Q4 | – | Sell |
-39
| Closed | -$12.5K | – | 1141 |
|
|
2018
Q3 | $12.5K | Hold |
39
| – | – | 0.01% | 743 |
|
|
2018
Q2 | $12.6K | Sell |
39
-124
| -76% | -$39.9K | 0.01% | 772 |
|
|
2018
Q1 | $44.5K | Hold |
163
| – | – | 0.03% | 302 |
|
|
2017
Q4 | $39.6K | Hold |
163
| – | – | 0.03% | 338 |
|
|
2017
Q3 | $32.9K | Hold |
163
| – | – | 0.03% | 377 |
|
|
2017
Q2 | $33.3K | Hold |
163
| – | – | 0.03% | 355 |
|
|
2017
Q1 | $29.8K | Hold |
163
| – | – | 0.02% | 376 |
|
|
2016
Q4 | $26.1K | Hold |
163
| – | – | 0.02% | 411 |
|
|
2016
Q3 | $23K | Hold |
163
| – | – | 0.02% | 428 |
|
|
2016
Q2 | $22.2K | Sell |
163
-157
| -49% | -$21.4K | 0.02% | 418 |
|
|
2016
Q1 | $43.3K | Buy |
+320
| New | +$43.3K | 0.04% | 268 |
|