Avantax Planning Partners’s Annaly Capital Management NLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,456	Closed	-$105K	–	359
2022 Q2	$105K	Sell	4,456 -285	-6%	-$7.38K	﹤0.01%	331
2022 Q1	$134K	Hold	4,741	–	–	0.01%	346
2021 Q4	$148K	Sell	4,741 -693	-13%	-$23.3K	0.01%	342
2021 Q3	$183K	Sell	5,434 -823	-13%	-$28.3K	0.01%	326
2021 Q2	$222K	Buy	6,257 +1,988	+47%	+$72.2K	0.01%	296
2021 Q1	$147K	Buy	+4,269	New	+$145K	0.01%	304
2018 Q4	–	Sell	-1,320	Closed	-$54K	–	880
2018 Q3	$54K	Buy	+1,320	New	+$55.3K	﹤0.01%	466
2018 Q2	–	Sell	-1,800	Closed	-$75K	–	1034
2018 Q1	$75K	Buy	+1,800	New	+$76.7K	0.01%	454
2017 Q4	–	Sell	-3,199	Closed	-$156K	–	341
2017 Q3	$156K	Sell	3,199 -390	-11%	-$19.1K	0.01%	356
2017 Q2	$173K	Sell	3,589 -64	-2%	-$3.02K	0.01%	329
2017 Q1	$162K	Buy	3,653 +120	+3%	+$5.11K	0.01%	318
2016 Q4	$141K	Buy	+3,533	New	+$144K	0.02%	306