AE Wealth Management’s LTC Properties LTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,986
| Closed | -$499K | – | 1817 |
|
|
2022
Q2 | $499K | Buy |
+12,986
| New | +$499K | ﹤0.01% | 1205 |
|
|
2019
Q4 | – | Sell |
-7,797
| Closed | -$399K | – | 1150 |
|
|
2019
Q3 | $399K | Sell |
7,797
-7,002
| -47% | -$358K | 0.01% | 681 |
|
|
2019
Q2 | $676K | Buy |
14,799
+9,072
| +158% | +$414K | 0.02% | 509 |
|
|
2019
Q1 | $262K | Buy |
+5,727
| New | +$262K | 0.02% | 501 |
|