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J.W. Coons Advisors’s CareTrust REIT CTRE Stock Holding History

J.W. Coons Advisors’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
Q2 		$285K Buy
9,298
+422
+5% +$12.9K 0.06% 208
2025
Q1 		$254K Buy
8,876
+347
+4% +$9.92K 0.07% 208
2024
Q4 		$231K Buy
8,529
+1,625
+24% +$44K 0.06% 216
2024
Q3 		$213K Buy
+6,904
New +$213K 0.05% 229