LGT Financial 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
Q1 | – | Sell |
-511
| Closed | -$13.8K | – | 403 |
|
2024
Q4 | $13.8K | Hold |
511
| – | – | 0.03% | 386 |
|
2024
Q3 | $15.8K | Hold |
511
| – | – | 0.04% | 327 |
|
2024
Q2 | $12.8K | Hold |
511
| – | – | 0.03% | 412 |
|
2024
Q1 | $12.5K | Hold |
511
| – | – | 0.01% | 461 |
|
2023
Q4 | $11.4K | Hold |
511
| – | – | 0.01% | 460 |
|
2023
Q3 | $10.5K | Buy |
+511
| New | +$10.5K | 0.01% | 471 |
|