BerganKDV Wealth Management’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
2023 Q2	$1.4K	Sell	70 -8	-10%	-$155	﹤0.01%	721
2023 Q1	$1.49K	Buy	78 +16	+26%	+$338	﹤0.01%	864
2022 Q4	$1.31K	Sell	62 -271	-81%	-$5.33K	﹤0.01%	850
2022 Q3	$6K	Buy	333 +255	+327%	+$6.43K	﹤0.01%	652
2022 Q2	$2K	Buy	78 +2	+3%	+$52	﹤0.01%	839
2022 Q1	$2K	Hold	76	–	–	﹤0.01%	863
2021 Q4	$2K	Sell	76 -31	-29%	-$1.04K	﹤0.01%	924
2021 Q3	$4K	Sell	107 -149	-58%	-$5.13K	﹤0.01%	785
2021 Q2	$9K	Buy	256 +14	+6%	+$508	﹤0.01%	628
2021 Q1	$8K	Buy	242 +1	+0.4%	+$34	﹤0.01%	610
2020 Q4	$8K	Hold	241	–	–	﹤0.01%	600
2020 Q3	$7K	Sell	241 -350	-59%	-$10.1K	﹤0.01%	551
2020 Q2	$16K	Sell	591 -1,116	-65%	-$27.6K	﹤0.01%	480
2020 Q1	$35K	Sell	1,707 -41,348	-96%	-$1.45M	0.01%	361
2019 Q4	$1.62M	Sell	43,055 -2,847	-6%	-$104K	0.29%	82
2019 Q3	$1.62M	Buy	45,902 +439	+1%	+$15.8K	0.32%	70
2019 Q2	$1.66M	Sell	45,463 -517	-1%	-$19.7K	0.33%	65
2019 Q1	$1.84M	Buy	45,980 +4,397	+11%	+$179K	0.38%	58
2018 Q4	$1.63M	Buy	41,583 +418	+1%	+$16.7K	0.38%	51
2018 Q3	$1.68M	Buy	41,165 +1,805	+5%	+$75.6K	0.36%	55
2018 Q2	$1.62M	Buy	39,360 +1,305	+3%	+$54.4K	0.36%	53
2018 Q1	$1.59M	Buy	38,055 +3,075	+9%	+$131K	0.43%	46
2017 Q4	$1.66M	Sell	34,980 -752	-2%	-$35.7K	0.4%	45
2017 Q3	$1.74M	Sell	35,732 -1,022	-3%	-$50K	0.44%	33
2017 Q2	$1.77M	Buy	36,754 +720	+2%	+$34K	0.5%	29
2017 Q1	$1.6M	Buy	36,034 +4,091	+13%	+$174K	0.48%	37
2016 Q4	$1.27M	Sell	31,943 -3,826	-11%	-$156K	0.42%	46
2016 Q3	$1.5M	Buy	35,769 +213	+0.6%	+$9.23K	0.52%	35
2016 Q2	$1.57M	Buy	35,556 +6,550	+23%	+$279K	0.67%	33
2016 Q1	$1.19M	Buy	+29,006	New	+$1.14M	0.71%	39