True Wealth Design’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46K | Hold |
3
| – | – | ﹤0.01% | 1308 |
|
|
2025
Q1 | $1.85K | Buy |
+3
| New | +$1.85K | ﹤0.01% | 1037 |
|
|
2024
Q4 | – | Sell |
-11
| Closed | -$6.61K | – | 1386 |
|
|
2024
Q3 | $6.61K | Buy |
11
+10
| +1,000% | +$6.01K | ﹤0.01% | 500 |
|
|
2024
Q2 | $543 | Hold |
1
| – | – | ﹤0.01% | 638 |
|
|
2024
Q1 | $642 | Hold |
1
| – | – | ﹤0.01% | 573 |
|
|
2023
Q4 | $585 | Hold |
1
| – | – | ﹤0.01% | 440 |
|
|
2023
Q3 | $520 | Hold |
1
| – | – | ﹤0.01% | 421 |
|
|
2023
Q2 | $542 | Sell |
1
-1,531
| -100% | -$830K | ﹤0.01% | 421 |
|
|
2023
Q1 | $824K | Buy |
1,532
+41
| +3% | +$22.1K | 0.35% | 52 |
|
|
2022
Q4 | $761K | Buy |
+1,491
| New | +$761K | 0.35% | 66 |
|