Clearstead Advisors’s LTC Properties LTC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-63
| Closed | -$2.17K | – | 2049 |
|
2024
Q1 | $2.17K | Buy |
+63
| New | +$2.17K | ﹤0.01% | 1295 |
|
2021
Q3 | – | Sell |
-26
| Closed | -$1K | – | 1345 |
|
2021
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1165 |
|
2020
Q4 | – | Sell |
-151
| Closed | -$5K | – | 1001 |
|
2020
Q3 | $5K | Buy |
151
+3
| +2% | +$99 | ﹤0.01% | 741 |
|
2020
Q2 | $6K | Buy |
148
+2
| +1% | +$81 | ﹤0.01% | 652 |
|
2020
Q1 | $5K | Buy |
+146
| New | +$5K | ﹤0.01% | 643 |
|