AWM
LTC
Adams Wealth Management’s LTC Properties LTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $676K | Buy |
19,071
+647
| +4% | +$22.9K | 0.13% | 88 |
|
|
2024
Q4 | $636K | Buy |
18,424
+3,709
| +25% | +$128K | 0.12% | 83 |
|
|
2024
Q3 | $540K | Sell |
14,715
-1,656
| -10% | -$60.8K | 0.12% | 86 |
|
|
2024
Q2 | $565K | Sell |
16,371
-5,015
| -23% | -$173K | 0.13% | 75 |
|
|
2024
Q1 | $695K | Sell |
21,386
-298
| -1% | -$9.69K | 0.17% | 75 |
|
|
2023
Q4 | $696K | Sell |
21,684
-536
| -2% | -$17.2K | 0.21% | 73 |
|
|
2023
Q3 | $714K | Buy |
22,220
+2,227
| +11% | +$71.6K | 0.24% | 65 |
|
|
2023
Q2 | $660K | Buy |
19,993
+1,355
| +7% | +$44.7K | 0.21% | 72 |
|
|
2023
Q1 | $655K | Buy |
18,638
+4,616
| +33% | +$162K | 0.21% | 75 |
|
|
2022
Q4 | $498K | Buy |
14,022
+2,094
| +18% | +$74.4K | 0.18% | 75 |
|
|
2022
Q3 | $447K | Sell |
11,928
-3,602
| -23% | -$135K | 0.17% | 68 |
|
|
2022
Q2 | $596K | Sell |
15,530
-538
| -3% | -$20.6K | 0.23% | 46 |
|
|
2022
Q1 | $618K | Sell |
16,068
-2,771
| -15% | -$107K | 0.2% | 41 |
|
|
2021
Q4 | $643K | Sell |
18,839
-2,499
| -12% | -$85.3K | 0.19% | 44 |
|
|
2021
Q3 | $676K | Sell |
21,338
-186
| -0.9% | -$5.89K | 0.26% | 41 |
|
|
2021
Q2 | $826K | Buy |
21,524
+784
| +4% | +$30.1K | 0.35% | 35 |
|
|
2021
Q1 | $865K | Buy |
20,740
+175
| +0.9% | +$7.3K | 0.4% | 32 |
|
|
2020
Q4 | $800K | Sell |
20,565
-483
| -2% | -$18.8K | 0.5% | 28 |
|
|
2020
Q3 | $734K | Buy |
21,048
+364
| +2% | +$12.7K | 0.57% | 33 |
|
|
2020
Q2 | $779K | Sell |
20,684
-1,747
| -8% | -$65.8K | 0.8% | 22 |
|
|
2020
Q1 | $693K | Buy |
22,431
+67
| +0.3% | +$2.07K | 0.87% | 27 |
|
|
2019
Q4 | $1M | Buy |
+22,364
| New | +$1M | 0.84% | 37 |
|