Bell Investment Advisors’s CareTrust REIT CTRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16.6K | Buy |
542
+231
| +74% | +$7.07K | ﹤0.01% | 480 |
|
2025
Q1 | $8.89K | Buy |
311
+46
| +17% | +$1.32K | ﹤0.01% | 651 |
|
2024
Q4 | $7.17K | Buy |
265
+54
| +26% | +$1.46K | ﹤0.01% | 748 |
|
2024
Q3 | $6.51K | Hold |
211
| – | – | ﹤0.01% | 799 |
|
2024
Q2 | $5.3K | Buy |
211
+21
| +11% | +$527 | ﹤0.01% | 894 |
|
2024
Q1 | $4.63K | Hold |
190
| – | – | ﹤0.01% | 964 |
|
2023
Q4 | $4.25K | Hold |
190
| – | – | ﹤0.01% | 966 |
|
2023
Q3 | $3.9K | Sell |
190
-31
| -14% | -$636 | ﹤0.01% | 941 |
|
2023
Q2 | $4.39K | Hold |
221
| – | – | ﹤0.01% | 888 |
|
2023
Q1 | $4.33K | Hold |
221
| – | – | ﹤0.01% | 850 |
|
2022
Q4 | $4.11K | Sell |
221
-29
| -12% | -$539 | ﹤0.01% | 912 |
|
2022
Q3 | $5K | Buy |
250
+27
| +12% | +$540 | ﹤0.01% | 658 |
|
2022
Q2 | $4K | Buy |
+223
| New | +$4K | ﹤0.01% | 781 |
|
2021
Q4 | $2K | Buy |
81
+24
| +42% | +$593 | ﹤0.01% | 1118 |
|
2021
Q3 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 1331 |
|