Wintrust Investments’s Chemed CHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $54K | Sell |
102
-2
| -2% | -$1.06K | 0.05% | 242 |
|
|
2024
Q3 | $62K | Sell |
104
-925
| -90% | -$551K | 0.05% | 282 |
|
|
2024
Q2 | $558K | Buy |
1,029
+19
| +2% | +$10.3K | 0.05% | 275 |
|
|
2024
Q1 | $649K | Sell |
1,010
-40
| -4% | -$25.7K | 0.06% | 246 |
|
|
2023
Q4 | $614K | Buy |
1,050
+40
| +4% | +$23.4K | 0.06% | 239 |
|
|
2023
Q3 | $525K | Sell |
1,010
-110
| -10% | -$57.2K | 0.06% | 251 |
|
|
2023
Q2 | $607K | Sell |
1,120
-9
| -0.8% | -$4.88K | 0.06% | 242 |
|
|
2023
Q1 | $607K | Sell |
1,129
-10
| -0.9% | -$5.38K | 0.08% | 187 |
|
|
2022
Q4 | $581K | Sell |
1,139
-54
| -5% | -$27.5K | 0.08% | 194 |
|
|
2022
Q3 | $521K | Buy |
1,193
+111
| +10% | +$48.5K | 0.07% | 221 |
|
|
2022
Q2 | $508K | Buy |
1,082
+2
| +0.2% | +$939 | 0.06% | 227 |
|
|
2022
Q1 | $547K | Hold |
1,080
| – | – | 0.05% | 242 |
|
|
2021
Q4 | $571K | Buy |
+1,080
| New | +$571K | 0.05% | 241 |
|
|
2021
Q3 | – | Sell |
-899
| Closed | -$427K | – | 293 |
|
|
2021
Q2 | $427K | Buy |
899
+137
| +18% | +$65.1K | 0.04% | 281 |
|
|
2021
Q1 | $350K | Buy |
762
+270
| +55% | +$124K | 0.04% | 306 |
|
|
2020
Q4 | $262K | Buy |
+492
| New | +$262K | 0.07% | 148 |
|