EverSource Wealth Advisors’s CareTrust REIT CTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4K | Buy |
1,124
+644
| +134% | +$19.7K | ﹤0.01% | 1869 |
|
|
2025
Q1 | $13.7K | Sell |
480
-93
| -16% | -$2.66K | ﹤0.01% | 1917 |
|
|
2024
Q4 | $15.5K | Buy |
573
+221
| +63% | +$5.98K | ﹤0.01% | 1763 |
|
|
2024
Q3 | $10.9K | Buy |
352
+45
| +15% | +$1.39K | ﹤0.01% | 1817 |
|
|
2024
Q2 | $8.28K | Buy |
307
+60
| +24% | +$1.62K | ﹤0.01% | 1959 |
|
|
2024
Q1 | $6.11K | Hold |
247
| – | – | ﹤0.01% | 1950 |
|
|
2023
Q4 | $5.53K | Sell |
247
-43
| -15% | -$962 | ﹤0.01% | 1818 |
|
|
2023
Q3 | $5.95K | Hold |
290
| – | – | ﹤0.01% | 1639 |
|
|
2023
Q2 | $5.76K | Hold |
290
| – | – | ﹤0.01% | 1674 |
|
|
2023
Q1 | $5.68K | Hold |
290
| – | – | ﹤0.01% | 1599 |
|
|
2022
Q4 | $5.39K | Hold |
290
| – | – | ﹤0.01% | 1569 |
|
|
2022
Q3 | $5K | Hold |
290
| – | – | ﹤0.01% | 1355 |
|
|
2022
Q2 | $5K | Buy |
+290
| New | +$5K | ﹤0.01% | 1250 |
|
|
2022
Q1 | – | Sell |
-273
| Closed | -$6K | – | 1733 |
|
|
2021
Q4 | $6K | Buy |
+273
| New | +$6K | ﹤0.01% | 1169 |
|