Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.7K | Sell |
1,032
-1,171
| -53% | -$40.5K | ﹤0.01% | 1747 |
|
|
2025
Q1 | $78.1K | Buy |
2,203
+1,318
| +149% | +$46.7K | ﹤0.01% | 1694 |
|
|
2024
Q4 | $30.6K | Hold |
885
| – | – | ﹤0.01% | 1534 |
|
|
2024
Q3 | $32.5K | Buy |
885
+35
| +4% | +$1.28K | ﹤0.01% | 1358 |
|
|
2024
Q2 | $29.3K | Hold |
850
| – | – | ﹤0.01% | 1242 |
|
|
2024
Q1 | $27.6K | Hold |
850
| – | – | ﹤0.01% | 1263 |
|
|
2023
Q4 | $27.3K | Hold |
850
| – | – | ﹤0.01% | 1252 |
|
|
2023
Q3 | $27.3K | Hold |
850
| – | – | ﹤0.01% | 1271 |
|
|
2023
Q2 | $28.1K | Hold |
850
| – | – | ﹤0.01% | 1264 |
|
|
2023
Q1 | $29.9K | Hold |
850
| – | – | ﹤0.01% | 1226 |
|
|
2022
Q4 | $30.2K | Hold |
850
| – | – | ﹤0.01% | 1218 |
|
|
2022
Q3 | $31K | Sell |
850
-320
| -27% | -$11.7K | ﹤0.01% | 1188 |
|
|
2022
Q2 | $45K | Hold |
1,170
| – | – | ﹤0.01% | 1327 |
|
|
2022
Q1 | $45K | Sell |
1,170
-200
| -15% | -$7.69K | ﹤0.01% | 1437 |
|
|
2021
Q4 | $46K | Sell |
1,370
-800
| -37% | -$26.9K | ﹤0.01% | 1518 |
|
|
2021
Q3 | $70K | Hold |
2,170
| – | – | ﹤0.01% | 1328 |
|
|
2021
Q2 | $83K | Hold |
2,170
| – | – | ﹤0.01% | 1238 |
|
|
2021
Q1 | $92K | Hold |
2,170
| – | – | ﹤0.01% | 1339 |
|
|
2020
Q4 | $92K | Sell |
2,170
-380
| -15% | -$16.1K | ﹤0.01% | 1184 |
|
|
2020
Q3 | $85K | Buy |
2,550
+400
| +19% | +$13.3K | ﹤0.01% | 1012 |
|
|
2020
Q2 | $77K | Hold |
2,150
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q1 | $66K | Hold |
2,150
| – | – | ﹤0.01% | 1001 |
|
|
2019
Q4 | $95K | Hold |
2,150
| – | – | 0.01% | 967 |
|
|
2019
Q3 | $110K | Hold |
2,150
| – | – | 0.01% | 860 |
|
|
2019
Q2 | $98K | Hold |
2,150
| – | – | 0.01% | 919 |
|
|
2019
Q1 | $98K | Hold |
2,150
| – | – | 0.01% | 871 |
|
|
2018
Q4 | $90K | Sell |
2,150
-45
| -2% | -$1.88K | 0.01% | 871 |
|
|
2018
Q3 | $96K | Buy |
2,195
+45
| +2% | +$1.97K | 0.01% | 897 |
|
|
2018
Q2 | $91K | Buy |
2,150
+800
| +59% | +$33.9K | 0.01% | 826 |
|
|
2018
Q1 | $51K | Buy |
1,350
+850
| +170% | +$32.1K | ﹤0.01% | 987 |
|
|
2017
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 1357 |
|
|
2017
Q3 | $23K | Sell |
500
-200
| -29% | -$9.2K | ﹤0.01% | 1270 |
|
|
2017
Q2 | $35K | Hold |
700
| – | – | ﹤0.01% | 1075 |
|
|
2017
Q1 | $33K | Hold |
700
| – | – | ﹤0.01% | 1048 |
|
|
2016
Q4 | $32K | Sell |
700
-984
| -58% | -$45K | ﹤0.01% | 1001 |
|
|
2016
Q3 | $87K | Hold |
1,684
| – | – | 0.01% | 636 |
|
|
2016
Q2 | $87K | Hold |
1,684
| – | – | 0.01% | 630 |
|
|
2016
Q1 | $76K | Buy |
+1,684
| New | +$76K | 0.01% | 659 |
|