Steward Partners Investment Advisory’s LTC Properties LTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.5K | Buy |
1,224
+7
| +0.6% | +$263 | ﹤0.01% | 2832 |
|
|
2025
Q4 | $41.8K | Buy |
1,217
+7
| +0.6% | +$247 | ﹤0.01% | 2769 |
|
|
2025
Q3 | $44.6K | Buy |
1,210
+37
| +3% | +$1.32K | ﹤0.01% | 2662 |
|
|
2025
Q2 | $40.6K | Buy |
1,173
+7
| +0.6% | +$246 | ﹤0.01% | 2584 |
|
|
2025
Q1 | $41.3K | Buy |
1,166
+7
| +0.6% | +$243 | ﹤0.01% | 2485 |
|
|
2024
Q4 | $40.1K | Buy |
1,159
+6
| +0.5% | +$222 | ﹤0.01% | 2448 |
|
|
2024
Q3 | $42.3K | Buy |
1,153
+6
| +0.5% | +$217 | ﹤0.01% | 2316 |
|
|
2024
Q2 | $39.6K | Buy |
1,147
+10
| +0.9% | +$333 | ﹤0.01% | 2215 |
|
|
2024
Q1 | $37K | Buy |
1,137
+4
| +0.4% | +$127 | ﹤0.01% | 2245 |
|
|
2023
Q4 | $36.4K | Buy |
1,133
+7
| +0.6% | +$226 | ﹤0.01% | 2123 |
|
|
2023
Q3 | $36.2K | Buy |
1,126
+448
| +66% | +$14.8K | ﹤0.01% | 2057 |
|
|
2023
Q2 | $22.4K | Buy |
678
+6
| +0.9% | +$200 | ﹤0.01% | 2237 |
|
|
2023
Q1 | $23.6K | Buy |
672
+6
| +0.9% | +$216 | ﹤0.01% | 2177 |
|
|
2022
Q4 | $23.7K | Buy |
666
+5
| +0.8% | +$190 | ﹤0.01% | 2159 |
|
|
2022
Q3 | $25K | Buy |
661
+5
| +0.8% | +$208 | ﹤0.01% | 2110 |
|
|
2022
Q2 | $25K | Buy |
656
+6
| +0.9% | +$222 | ﹤0.01% | 2126 |
|
|
2022
Q1 | $25K | Buy |
650
+5
| +0.8% | +$177 | ﹤0.01% | 2261 |
|
|
2021
Q4 | $22K | Buy |
645
+6
| +0.9% | +$200 | ﹤0.01% | 2279 |
|
|
2021
Q3 | $20K | Sell |
639
-336
| -34% | -$12K | ﹤0.01% | 2327 |
|
|
2021
Q2 | $37K | Sell |
975
-247
| -20% | -$10.1K | ﹤0.01% | 3884 |
|
|
2021
Q1 | $51K | Buy |
1,222
+598
| +96% | +$24.6K | ﹤0.01% | 1969 |
|
|
2020
Q4 | $24K | Buy |
624
+5
| +0.8% | +$184 | ﹤0.01% | 1987 |
|
|
2020
Q3 | $22K | Sell |
619
-195
| -24% | -$7.19K | ﹤0.01% | 1859 |
|
|
2020
Q2 | $31K | Buy |
814
+5
| +0.6% | +$178 | ﹤0.01% | 1599 |
|
|
2020
Q1 | $25K | Sell |
809
-171
| -17% | -$7.31K | ﹤0.01% | 1525 |
|
|
2019
Q4 | $43K | Buy |
980
+4
| +0.4% | +$192 | ﹤0.01% | 1467 |
|
|
2019
Q3 | $50K | Buy |
976
+4
| +0.4% | +$193 | ﹤0.01% | 1349 |
|
|
2019
Q2 | $44K | Buy |
+972
| New | +$44.1K | ﹤0.01% | 1379 |
|
|
2018
Q4 | – | Sell |
-961
| Closed | -$42K | – | 1559 |
|
|
2018
Q3 | $42K | Buy |
961
+3
| +0.3% | +$131 | ﹤0.01% | 1273 |
|
|
2018
Q2 | $41K | Buy |
958
+6
| +0.6% | +$235 | ﹤0.01% | 1178 |
|
|
2018
Q1 | $36K | Buy |
+952
| New | +$37.5K | ﹤0.01% | 1115 |
|
Other funds holding LTC
VPM
VCM
ACM