Thomas J. Herzfeld Advisors’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7
| Closed | -$3.64K | – | 194 |
|
|
2023
Q3 | $3.64K | Hold |
7
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $3.79K | Hold |
7
| – | – | ﹤0.01% | 287 |
|
|
2023
Q1 | $3.76K | Buy |
7
+1
| +17% | +$538 | ﹤0.01% | 264 |
|
|
2022
Q4 | $3.06K | Hold |
6
| – | – | ﹤0.01% | 279 |
|
|
2022
Q3 | $3K | Hold |
6
| – | – | ﹤0.01% | 243 |
|
|
2022
Q2 | $3K | Hold |
6
| – | – | ﹤0.01% | 248 |
|
|
2022
Q1 | $3K | Hold |
6
| – | – | ﹤0.01% | 280 |
|
|
2021
Q4 | $3K | Buy |
6
+1
| +20% | +$500 | ﹤0.01% | 320 |
|
|
2021
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 325 |
|
|
2021
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 339 |
|
|
2021
Q1 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 333 |
|