IFP 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 | $28.3K | Buy |
869
+269
| +45% | +$8.76K | ﹤0.01% | 2358 |
|
2025
Q1 | $17.1K | Buy |
+600
| New | +$17.1K | ﹤0.01% | 2357 |
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$16.6K | – | 3467 |
|
2023
Q1 | $16.6K | Sell |
1,000
-1,927
| -66% | -$31.9K | ﹤0.01% | 2092 |
|
2022
Q4 | $49K | Buy |
2,927
+26
| +0.9% | +$435 | ﹤0.01% | 2257 |
|
2022
Q3 | $51K | Buy |
2,901
+1,942
| +203% | +$34.1K | ﹤0.01% | 2351 |
|
2022
Q2 | $18K | Hold |
959
| – | – | ﹤0.01% | 2932 |
|
2022
Q1 | $18K | Sell |
959
-808
| -46% | -$15.2K | ﹤0.01% | 2932 |
|
2021
Q4 | $40K | Buy |
1,767
+714
| +68% | +$16.2K | ﹤0.01% | 1611 |
|
2021
Q3 | $21K | Sell |
1,053
-248
| -19% | -$4.95K | ﹤0.01% | 1901 |
|
2021
Q2 | $31K | Buy |
1,301
+13
| +1% | +$310 | ﹤0.01% | 1723 |
|
2021
Q1 | $31K | Sell |
1,288
-21
| -2% | -$505 | ﹤0.01% | 1641 |
|
2020
Q4 | $29K | Buy |
1,309
+163
| +14% | +$3.61K | ﹤0.01% | 1651 |
|
2020
Q3 | $21K | Buy |
1,146
+313
| +38% | +$5.74K | ﹤0.01% | 1618 |
|
2020
Q2 | $14K | Sell |
833
-271
| -25% | -$4.56K | ﹤0.01% | 1682 |
|
2020
Q1 | $18K | Buy |
1,104
+506
| +85% | +$8.25K | ﹤0.01% | 1513 |
|
2019
Q4 | $12K | Sell |
598
-969
| -62% | -$19.4K | ﹤0.01% | 1832 |
|
2019
Q3 | $37K | Buy |
+1,567
| New | +$37K | ﹤0.01% | 1495 |
|
2019
Q1 | – | Sell |
-3,793
| Closed | -$70K | – | 2553 |
|
2018
Q4 | $70K | Sell |
3,793
-2,604
| -41% | -$48.1K | ﹤0.01% | 1389 |
|
2018
Q3 | $113K | Buy |
6,397
+7
| +0.1% | +$124 | ﹤0.01% | 1389 |
|
2018
Q2 | $107K | Buy |
+6,390
| New | +$107K | ﹤0.01% | 1430 |
|
2017
Q2 | – | Sell |
-86
| Closed | -$1K | – | 4060 |
|
2017
Q1 | $1K | Hold |
86
| – | – | ﹤0.01% | 3743 |
|
2016
Q4 | $1K | Buy |
+86
| New | +$1K | ﹤0.01% | 3733 |
|