Thrive Wealth Management’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-403
| Closed | -$248K | – | 231 |
|
|
2025
Q1 | $248K | Buy |
+403
| New | +$248K | 0.05% | 190 |
|
|
2024
Q4 | – | Sell |
-389
| Closed | -$234K | – | 201 |
|
|
2024
Q3 | $234K | Sell |
389
-2
| -0.5% | -$1.2K | 0.04% | 199 |
|
|
2024
Q2 | $212K | Buy |
391
+39
| +11% | +$21.2K | 0.04% | 198 |
|
|
2024
Q1 | $226K | Buy |
+352
| New | +$226K | 0.05% | 194 |
|