Physician Wealth 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 | $827 | Hold |
27
| – | – | ﹤0.01% | 1541 |
|
|
2025
Q1 | $772 | Hold |
27
| – | – | ﹤0.01% | 1247 |
|
|
2024
Q4 | $731 | Buy |
+27
| New | +$731 | ﹤0.01% | 1020 |
|
|
2021
Q2 | – | Sell |
-11,721
| Closed | -$285K | – | 153 |
|
|
2021
Q1 | $285K | Buy |
11,721
+1,963
| +20% | +$47.7K | 0.09% | 114 |
|
|
2020
Q4 | $218K | Buy |
+9,758
| New | +$218K | 0.07% | 131 |
|