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GeoWealth Management’s CareTrust REIT CTRE Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-1,506
Closed -$40.7K – 1229
2024
Q4 		$40.7K Buy
1,506
+22
+1% +$595 ﹤0.01% 1214
2024
Q3 		$45.8K Buy
+1,484
New +$45.8K ﹤0.01% 1099