TrueWealth 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 | – | Sell |
-367
| Closed | -$226K | – | 220 |
|
|
2025
Q1 | $226K | Buy |
+367
| New | +$226K | 0.07% | 197 |
|
|
2024
Q4 | – | Sell |
-396
| Closed | -$238K | – | 227 |
|
|
2024
Q3 | $238K | Sell |
396
-24
| -6% | -$14.4K | 0.08% | 196 |
|
|
2024
Q2 | $228K | Sell |
420
-21
| -5% | -$11.4K | 0.08% | 206 |
|
|
2024
Q1 | $283K | Sell |
441
-245
| -36% | -$157K | 0.11% | 160 |
|
|
2023
Q4 | $401K | Buy |
686
+230
| +50% | +$134K | 0.16% | 108 |
|
|
2023
Q3 | $237K | Buy |
+456
| New | +$237K | 0.1% | 162 |
|