Financial Synergies Wealth 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
Q1 | – | Sell |
-14
| Closed | -$498 | – | 532 |
|
|
2023
Q4 | $498 | Buy |
+14
| New | +$498 | ﹤0.01% | 376 |
|
|
2023
Q2 | – | Sell |
-14
| Closed | -$492 | – | 519 |
|
|
2023
Q1 | $492 | Hold |
14
| – | – | ﹤0.01% | 415 |
|
|
2022
Q4 | $498 | Hold |
14
| – | – | ﹤0.01% | 376 |
|
|
2022
Q3 | $525 | Hold |
14
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $538 | Buy |
+14
| New | +$538 | ﹤0.01% | 367 |
|