Wealthspire Advisors (Maryland)’s CareTrust REIT CTRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-195
| Closed | -$5K | – | 815 |
|
2019
Q1 | $5K | Hold |
195
| – | – | ﹤0.01% | 1808 |
|
2018
Q4 | $4K | Buy |
195
+7
| +4% | +$144 | ﹤0.01% | 1800 |
|
2018
Q3 | $3K | Buy |
188
+37
| +25% | +$590 | ﹤0.01% | 2010 |
|
2018
Q2 | $3K | Sell |
151
-8
| -5% | -$159 | ﹤0.01% | 1985 |
|
2018
Q1 | $2K | Buy |
159
+102
| +179% | +$1.28K | ﹤0.01% | 2147 |
|
2017
Q4 | $1K | Buy |
57
+52
| +1,040% | +$912 | ﹤0.01% | 2256 |
|
2017
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2290 |
|