Heritage Wealth 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 | $21.4K | Hold |
700
| – | – | ﹤0.01% | 367 |
|
|
2025
Q1 | $20K | Buy |
700
+100
| +17% | +$2.86K | ﹤0.01% | 369 |
|
|
2024
Q4 | $16.2K | Buy |
600
+67
| +13% | +$1.81K | ﹤0.01% | 401 |
|
|
2024
Q3 | $16.4K | Hold |
533
| – | – | ﹤0.01% | 412 |
|
|
2024
Q2 | $13.4K | Hold |
533
| – | – | ﹤0.01% | 408 |
|
|
2024
Q1 | $13K | Buy |
+533
| New | +$13K | ﹤0.01% | 425 |
|