United Capital Financial Advisors’s LTC Properties LTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,353
| Closed | -$241K | – | 1342 |
|
|
2018
Q1 | $241K | Sell |
6,353
-1,715
| -21% | -$65.1K | ﹤0.01% | 1175 |
|
|
2017
Q4 | $351K | Sell |
8,068
-2,961
| -27% | -$129K | ﹤0.01% | 1063 |
|
|
2017
Q3 | $518K | Buy |
11,029
+997
| +10% | +$46.8K | ﹤0.01% | 947 |
|
|
2017
Q2 | $516K | Buy |
10,032
+1,807
| +22% | +$92.9K | ﹤0.01% | 916 |
|
|
2017
Q1 | $394K | Sell |
8,225
-5,428
| -40% | -$260K | ﹤0.01% | 967 |
|
|
2016
Q4 | $641K | Sell |
13,653
-9,649
| -41% | -$453K | 0.01% | 867 |
|
|
2016
Q3 | $1.21M | Buy |
23,302
+6,308
| +37% | +$328K | 0.01% | 725 |
|
|
2016
Q2 | $884K | Buy |
16,994
+3,779
| +29% | +$197K | 0.01% | 773 |
|
|
2016
Q1 | $598K | Buy |
13,215
+4,289
| +48% | +$194K | 0.01% | 825 |
|
|
2015
Q4 | $385K | Buy |
8,926
+2,882
| +48% | +$124K | ﹤0.01% | 953 |
|
|
2015
Q3 | $258K | Sell |
6,044
-6,149
| -50% | -$262K | ﹤0.01% | 1091 |
|
|
2015
Q2 | $507K | Buy |
12,193
+1,699
| +16% | +$70.6K | 0.01% | 914 |
|
|
2015
Q1 | $456K | Buy |
10,494
+2,440
| +30% | +$106K | 0.01% | 925 |
|
|
2014
Q4 | $348K | Buy |
8,054
+2,004
| +33% | +$86.6K | 0.01% | 925 |
|
|
2014
Q3 | $223K | Buy |
+6,050
| New | +$223K | ﹤0.01% | 1010 |
|