Moran Wealth Management’s CareTrust REIT CTRE Stock Holding History

Moran Wealth Management’s Portfolio CTRE Stock Details CTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.96M	Sell
2025 Q2	$1.78M	Sell
2025 Q1	$1.68M	Sell
2024 Q4	$1.6M	Sell
2024 Q3	$1.84M	Sell
2024 Q2	$1.5M	Sell
2024 Q1	$1.51M	Buy
2023 Q4	–	Sell
2023 Q3	$1.25M	Buy