Mount Yale Investment 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 Q2	$311K	Buy	+10,167	New	+$311K	0.02%	441
2018 Q4	–	Sell	-6,239	Closed	-$120K	–	419
2018 Q3	$120K	Buy	6,239 +437	+8%	+$8.41K	0.02%	384
2018 Q2	$97K	Sell	5,802 -2,713	-32%	-$45.4K	0.02%	465
2018 Q1	$114K	Buy	+8,515	New	+$114K	0.02%	414