West 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.65K | Buy |
152
+2
| +1% | +$61 | ﹤0.01% | 166 |
|
2025
Q1 | $4.29K | Buy |
+150
| New | +$4.29K | ﹤0.01% | 166 |
|
2023
Q4 | – | Sell |
-107
| Closed | -$2.2K | – | 167 |
|
2023
Q3 | $2.2K | Buy |
107
+1
| +0.9% | +$21 | ﹤0.01% | 174 |
|
2023
Q2 | $2.1K | Buy |
106
+2
| +2% | +$40 | ﹤0.01% | 154 |
|
2023
Q1 | $2.05K | Buy |
104
+1
| +1% | +$20 | ﹤0.01% | 138 |
|
2022
Q4 | $1.91K | Buy |
103
+2
| +2% | +$37 | ﹤0.01% | 135 |
|
2022
Q3 | $2K | Buy |
101
+1
| +1% | +$20 | ﹤0.01% | 161 |
|
2022
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 149 |
|