TA
LTC
TruWealth Advisors’s LTC Properties LTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,605
| Closed | -$267K | – | 152 |
|
|
2023
Q1 | $267K | Hold |
7,605
| – | – | 0.02% | 129 |
|
|
2022
Q4 | $270K | Sell |
7,605
-249
| -3% | -$8.85K | 0.03% | 118 |
|
|
2022
Q3 | $294K | Hold |
7,854
| – | – | 0.03% | 106 |
|
|
2022
Q2 | $302K | Sell |
7,854
-300
| -4% | -$11.5K | 0.03% | 101 |
|
|
2022
Q1 | $314K | Hold |
8,154
| – | – | 0.03% | 93 |
|
|
2021
Q4 | $278K | Buy |
8,154
+157
| +2% | +$5.35K | 0.03% | 100 |
|
|
2021
Q3 | $253K | Buy |
7,997
+6
| +0.1% | +$190 | 0.03% | 100 |
|
|
2021
Q2 | $307K | Sell |
7,991
-1,554
| -16% | -$59.7K | 0.04% | 89 |
|
|
2021
Q1 | $398K | Sell |
9,545
-286
| -3% | -$11.9K | 0.05% | 75 |
|
|
2020
Q4 | $383K | Buy |
+9,831
| New | +$383K | 0.06% | 77 |
|