BW
CTRE icon

Balance Wealth’s CareTrust REIT CTRE Stock Holding History

Balance Wealth’s Portfolio CTRE Stock Details CTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$425K Sell
13,880
-1,399
-9% -$42.8K 0.25% 77
2025
Q1 		$437K Buy
+15,279
New +$437K 0.28% 77