AE Wealth Management’s CareTrust REIT CTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,956
| Closed | -$277K | – | 1967 |
|
|
2023
Q2 | $277K | Buy |
13,956
+279
| +2% | +$5.54K | ﹤0.01% | 1640 |
|
|
2023
Q1 | $268K | Sell |
13,677
-814
| -6% | -$15.9K | ﹤0.01% | 1603 |
|
|
2022
Q4 | $269K | Buy |
+14,491
| New | +$269K | ﹤0.01% | 1543 |
|
|
2021
Q3 | – | Sell |
-14,882
| Closed | -$346K | – | 1620 |
|
|
2021
Q2 | $346K | Buy |
+14,882
| New | +$346K | ﹤0.01% | 1283 |
|