Baker Tilly Wealth Management’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,262
| Closed | -$202K | – | 367 |
|
|
2024
Q1 | $202K | Hold |
10,262
| – | – | 0.04% | 405 |
|
|
2023
Q4 | $199K | Sell |
10,262
-99
| -1% | -$1.92K | 0.03% | 454 |
|
|
2023
Q3 | $195K | Buy |
+10,361
| New | +$195K | 0.03% | 439 |
|
|
2022
Q3 | – | Sell |
-7,852
| Closed | -$186K | – | 525 |
|
|
2022
Q2 | $186K | Sell |
7,852
-1
| -0% | -$24 | 0.02% | 472 |
|
|
2022
Q1 | $221K | Buy |
7,853
+255
| +3% | +$7.18K | 0.02% | 483 |
|
|
2021
Q4 | $238K | Sell |
7,598
-289
| -4% | -$9.05K | 0.03% | 470 |
|
|
2021
Q3 | $266K | Buy |
7,887
+164
| +2% | +$5.53K | 0.04% | 431 |
|
|
2021
Q2 | $274K | Sell |
7,723
-1,467
| -16% | -$52K | 0.04% | 418 |
|
|
2021
Q1 | $316K | Sell |
9,190
-942
| -9% | -$32.4K | 0.06% | 348 |
|
|
2020
Q4 | $342K | Buy |
+10,132
| New | +$342K | 0.11% | 214 |
|