Carson Wealth (CWM LLC)’s CareTrust REIT CTRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $588K | Buy |
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|
2025
Q2 | $90K | Buy |
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|
2025
Q1 | $57K | Buy |
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|
2024
Q4 | $53K | Sell |
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|
2024
Q3 | $100K | Buy |
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|
2024
Q2 | $70K | Buy |
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|
2024
Q1 | $66K | Hold |
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|
2023
Q4 | $61K | Sell |
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|
2023
Q3 | $57K | Buy |
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|
2023
Q2 | $47K | Buy |
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|
2023
Q1 | $42K | Buy |
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|
2022
Q4 | $22K | Buy |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $14K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2K | Buy |
|