APP
Avantax Planning Partners’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,822
| Closed | -$105K | – | 359 |
|
|
2022
Q2 | $105K | Sell |
17,822
-1,143
| -6% | -$6.73K | ﹤0.01% | 331 |
|
|
2022
Q1 | $134K | Hold |
18,965
| – | – | 0.01% | 346 |
|
|
2021
Q4 | $148K | Sell |
18,965
-2,770
| -13% | -$21.6K | 0.01% | 342 |
|
|
2021
Q3 | $183K | Sell |
21,735
-3,294
| -13% | -$27.7K | 0.01% | 326 |
|
|
2021
Q2 | $222K | Buy |
25,029
+7,954
| +47% | +$70.6K | 0.01% | 296 |
|
|
2021
Q1 | $147K | Buy |
+17,075
| New | +$147K | 0.01% | 304 |
|
|
2018
Q4 | – | Sell |
-5,281
| Closed | -$54K | – | 878 |
|
|
2018
Q3 | $54K | Buy |
+5,281
| New | +$54K | ﹤0.01% | 466 |
|
|
2018
Q2 | – | Sell |
-7,199
| Closed | -$75K | – | 1027 |
|
|
2018
Q1 | $75K | Buy |
+7,199
| New | +$75K | 0.01% | 454 |
|
|
2017
Q4 | – | Sell |
-12,794
| Closed | -$156K | – | 337 |
|
|
2017
Q3 | $156K | Sell |
12,794
-1,560
| -11% | -$19K | 0.01% | 356 |
|
|
2017
Q2 | $173K | Sell |
14,354
-256
| -2% | -$3.09K | 0.01% | 329 |
|
|
2017
Q1 | $162K | Buy |
14,610
+480
| +3% | +$5.32K | 0.01% | 318 |
|
|
2016
Q4 | $141K | Buy |
+14,130
| New | +$141K | 0.02% | 305 |
|