EWM
Evermay Wealth Management’s CareTrust REIT CTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,032
| Closed | -$23.4K | – | 637 |
|
|
2023
Q4 | $23.4K | Hold |
1,032
| – | – | ﹤0.01% | 385 |
|
|
2023
Q3 | $21.4K | Hold |
1,032
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $20.8K | Hold |
1,032
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $20.5K | Sell |
1,032
-531
| -34% | -$10.5K | ﹤0.01% | 366 |
|
|
2022
Q4 | $29.5K | Buy |
+1,563
| New | +$29.5K | 0.01% | 338 |
|