Peak 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
2023 Q3	–	Sell	-14,603	Closed	-$290K	–	57
2023 Q2	$290K	Buy	14,603 +1,438	+11%	+$28.6K	0.23%	58
2023 Q1	$258K	Buy	13,165 +266	+2%	+$5.21K	0.22%	49
2022 Q4	$240K	Buy	12,899 +752	+6%	+$14K	0.22%	53
2022 Q3	$220K	Buy	+12,147	New	+$220K	0.27%	56