Mount Yale Investment Advisors’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
$40.8K Buy
+1,178
New +$40.8K ﹤0.01% 871
2018
Q4
Sell
-270
Closed -$12K 568
2018
Q3
$12K Hold
270
﹤0.01% 839
2018
Q2
$12K Hold
270
﹤0.01% 858
2018
Q1
$10K Buy
+270
New +$10K ﹤0.01% 838