SageView Advisory Group’s CareTrust REIT CTRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$364K Buy
2025
Q1
$331K Sell
2024
Q4
$328K Buy
2024
Q3
$288K Sell
2024
Q2
$309K Buy
2024
Q1
$298K Sell
2023
Q4
$342K Buy
2023
Q3
$263K Buy
2023
Q2
$245K Buy
2023
Q1
$209K Sell
2022
Q4
$211K Buy