Wealth Alliance’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
631
+42
| +7% | +$20.4K | 0.03% | 402 |
|
|
2025
Q1 | $363K | Buy |
589
+30
| +5% | +$18.5K | 0.04% | 351 |
|
|
2024
Q4 | $296K | Sell |
559
-26
| -4% | -$13.8K | 0.04% | 387 |
|
|
2024
Q3 | $352K | Buy |
585
+20
| +4% | +$12K | 0.04% | 359 |
|
|
2024
Q2 | $306K | Sell |
565
-7
| -1% | -$3.8K | 0.04% | 380 |
|
|
2024
Q1 | $367K | Sell |
572
-6
| -1% | -$3.85K | 0.05% | 346 |
|
|
2023
Q4 | $338K | Buy |
578
+17
| +3% | +$9.93K | 0.05% | 349 |
|
|
2023
Q3 | $292K | Sell |
561
-28
| -5% | -$14.6K | 0.05% | 359 |
|
|
2023
Q2 | $319K | Buy |
589
+25
| +4% | +$13.5K | 0.05% | 358 |
|
|
2023
Q1 | $303K | Sell |
564
-26
| -4% | -$14K | 0.05% | 360 |
|
|
2022
Q4 | $301K | Buy |
590
+38
| +7% | +$19.4K | 0.05% | 350 |
|
|
2022
Q3 | $241K | Buy |
552
+3
| +0.5% | +$1.31K | 0.05% | 379 |
|
|
2022
Q2 | $258K | Buy |
549
+67
| +14% | +$31.5K | 0.05% | 361 |
|
|
2022
Q1 | $244K | Buy |
482
+71
| +17% | +$35.9K | 0.05% | 375 |
|
|
2021
Q4 | $217K | Buy |
+411
| New | +$217K | 0.04% | 407 |
|
|
2021
Q3 | – | Sell |
-604
| Closed | -$286K | – | 434 |
|
|
2021
Q2 | $286K | Sell |
604
-30
| -5% | -$14.2K | 0.07% | 335 |
|
|
2021
Q1 | $292K | Sell |
634
-55
| -8% | -$25.3K | 0.08% | 296 |
|
|
2020
Q4 | $367K | Buy |
689
+48
| +7% | +$25.6K | 0.11% | 231 |
|
|
2020
Q3 | $308K | Buy |
641
+197
| +44% | +$94.7K | 0.11% | 229 |
|
|
2020
Q2 | $200K | Buy |
+444
| New | +$200K | 0.08% | 292 |
|