LWMM
Legacy Wealth Management (Mississippi)’s CareTrust REIT CTRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,580
| Closed | -$223K | – | 86 |
|
|
2022
Q1 | $223K | Sell |
11,580
-22,384
| -66% | -$432K | 0.12% | 92 |
|
|
2021
Q4 | $775K | Sell |
33,964
-20,546
| -38% | -$469K | 0.4% | 58 |
|
|
2021
Q3 | $1.11M | Buy |
54,510
+35,300
| +184% | +$717K | 0.59% | 49 |
|
|
2021
Q2 | $446K | Buy |
+19,210
| New | +$446K | 0.25% | 76 |
|