Milestone Asset Management’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
$786K Sell
25,688
-9,172
-26% -$281K 0.17% 110
2025
Q1
$996K Buy
34,860
+2,950
+9% +$84.3K 0.21% 90
2024
Q4
$863K Buy
31,910
+1,071
+3% +$29K 0.19% 119
2024
Q3
$952K Buy
30,839
+3,026
+11% +$93.4K 0.21% 96
2024
Q2
$698K Buy
27,813
+16,915
+155% +$425K 0.17% 110
2024
Q1
$266K Buy
+10,898
New +$266K 0.08% 150