WFG Advisors’s LTC Properties LTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $704K | Buy |
13,702
+5,103
| +59% | +$262K | 0.16% | 154 |
|
|
2017
Q1 | $412K | Sell |
8,599
-3,567
| -29% | -$171K | 0.11% | 198 |
|
|
2016
Q4 | $572K | Buy |
12,166
+3,155
| +35% | +$148K | 0.14% | 190 |
|
|
2016
Q3 | $468K | Buy |
9,011
+5,116
| +131% | +$266K | 0.12% | 187 |
|
|
2016
Q2 | $202K | Buy |
3,895
+24
| +0.6% | +$1.25K | 0.05% | 335 |
|
|
2016
Q1 | $175K | Buy |
3,871
+1,762
| +84% | +$79.7K | 0.05% | 332 |
|
|
2015
Q4 | $91K | Buy |
2,109
+1,784
| +549% | +$77K | 0.03% | 496 |
|
|
2015
Q3 | $14K | Sell |
325
-675
| -68% | -$29.1K | ﹤0.01% | 1000 |
|
|
2015
Q2 | $42K | Sell |
1,000
-45
| -4% | -$1.89K | 0.01% | 773 |
|
|
2015
Q1 | $48K | Sell |
1,045
-1,388
| -57% | -$63.8K | 0.01% | 744 |
|
|
2014
Q4 | $105K | Sell |
2,433
-1,567
| -39% | -$67.6K | 0.02% | 618 |
|
|
2014
Q3 | $148K | Buy |
4,000
+60
| +2% | +$2.22K | 0.03% | 525 |
|
|
2014
Q2 | $154K | Buy |
3,940
+1,015
| +35% | +$39.7K | 0.03% | 518 |
|
|
2014
Q1 | $110K | Sell |
2,925
-1,015
| -26% | -$38.2K | 0.02% | 606 |
|
|
2013
Q4 | $139K | Buy |
3,940
+13
| +0.3% | +$459 | 0.02% | 623 |
|
|
2013
Q3 | $149K | Buy |
3,927
+12
| +0.3% | +$455 | 0.02% | 576 |
|
|
2013
Q2 | $153K | Buy |
+3,915
| New | +$153K | 0.03% | 534 |
|