Carson Wealth (CWM LLC)’s LTC Properties LTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Sell |
21,191
-540
| -2% | -$18.7K | ﹤0.01% | 1413 |
|
|
2025
Q1 | $770K | Sell |
21,731
-1,980
| -8% | -$70.2K | ﹤0.01% | 1285 |
|
|
2024
Q4 | $819K | Sell |
23,711
-1,067
| -4% | -$36.9K | ﹤0.01% | 1181 |
|
|
2024
Q3 | $909K | Sell |
24,778
-1,096
| -4% | -$40.2K | ﹤0.01% | 1092 |
|
|
2024
Q2 | $893K | Sell |
25,874
-2,850
| -10% | -$98.4K | ﹤0.01% | 950 |
|
|
2024
Q1 | $934K | Sell |
28,724
-1,675
| -6% | -$54.5K | ﹤0.01% | 885 |
|
|
2023
Q4 | $976K | Sell |
30,399
-2,506
| -8% | -$80.5K | 0.01% | 819 |
|
|
2023
Q3 | $1.06M | Sell |
32,905
-2,678
| -8% | -$86K | 0.01% | 730 |
|
|
2023
Q2 | $1.18M | Sell |
35,583
-182
| -0.5% | -$6.01K | 0.01% | 655 |
|
|
2023
Q1 | $1.26M | Buy |
35,765
+657
| +2% | +$23.1K | 0.01% | 588 |
|
|
2022
Q4 | $1.25M | Buy |
35,108
+991
| +3% | +$35.2K | 0.01% | 551 |
|
|
2022
Q3 | $1.28M | Sell |
34,117
-1,492
| -4% | -$55.9K | 0.01% | 494 |
|
|
2022
Q2 | $1.37M | Sell |
35,609
-2,104
| -6% | -$80.8K | 0.01% | 483 |
|
|
2022
Q1 | $1.45M | Sell |
37,713
-5,494
| -13% | -$211K | 0.01% | 472 |
|
|
2021
Q4 | $1.48M | Buy |
+43,207
| New | +$1.48M | 0.01% | 500 |
|
|
2021
Q2 | $1.7M | Hold |
44,253
| – | – | 0.01% | 477 |
|
|
2021
Q1 | $1.7M | Hold |
44,253
| – | – | 0.01% | 477 |
|
|
2020
Q4 | $1.7M | Hold |
44,253
| – | – | 0.01% | 477 |
|
|
2020
Q3 | $1.7M | Hold |
44,253
| – | – | 0.01% | 477 |
|
|
2020
Q2 | $1.7M | Hold |
44,253
| – | – | 0.01% | 477 |
|
|
2020
Q1 | $1.7M | Hold |
44,253
| – | – | 0.01% | 477 |
|
|
2019
Q4 | $1.7M | Hold |
44,253
| – | – | 0.01% | 477 |
|
|
2019
Q3 | $1.7M | Hold |
44,253
| – | – | 0.01% | 477 |
|
|
2019
Q2 | $1.7M | Hold |
44,253
| – | – | 0.01% | 477 |
|
|
2019
Q1 | $1.7M | Buy |
44,253
+42,847
| +3,047% | +$1.65M | 0.01% | 477 |
|
|
2018
Q4 | $59K | Hold |
1,406
| – | – | ﹤0.01% | 840 |
|
|
2018
Q3 | $62K | Buy |
1,406
+282
| +25% | +$12.4K | ﹤0.01% | 706 |
|
|
2018
Q2 | $48K | Buy |
1,124
+24
| +2% | +$1.03K | ﹤0.01% | 636 |
|
|
2018
Q1 | $42K | Sell |
1,100
-400
| -27% | -$15.3K | ﹤0.01% | 581 |
|
|
2017
Q4 | $65K | Hold |
1,500
| – | – | ﹤0.01% | 487 |
|
|
2017
Q3 | $70K | Hold |
1,500
| – | – | ﹤0.01% | 463 |
|
|
2017
Q2 | $77K | Hold |
1,500
| – | – | ﹤0.01% | 413 |
|
|
2017
Q1 | $72K | Sell |
1,500
-200
| -12% | -$9.6K | ﹤0.01% | 393 |
|
|
2016
Q4 | $80K | Buy |
1,700
+200
| +13% | +$9.41K | ﹤0.01% | 381 |
|
|
2016
Q3 | $78K | Buy |
+1,500
| New | +$78K | 0.01% | 364 |
|