BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.4K | Sell |
70
-8
| -10% | -$160 | ﹤0.01% | 721 |
|
|
2023
Q1 | $1.49K | Buy |
78
+16
| +26% | +$306 | ﹤0.01% | 864 |
|
|
2022
Q4 | $1.31K | Sell |
62
-271
| -81% | -$5.71K | ﹤0.01% | 850 |
|
|
2022
Q3 | $6K | Buy |
333
+255
| +327% | +$4.6K | ﹤0.01% | 651 |
|
|
2022
Q2 | $2K | Buy |
78
+2
| +3% | +$51 | ﹤0.01% | 839 |
|
|
2022
Q1 | $2K | Hold |
76
| – | – | ﹤0.01% | 863 |
|
|
2021
Q4 | $2K | Sell |
76
-31
| -29% | -$816 | ﹤0.01% | 924 |
|
|
2021
Q3 | $4K | Sell |
107
-149
| -58% | -$5.57K | ﹤0.01% | 785 |
|
|
2021
Q2 | $9K | Buy |
256
+14
| +6% | +$492 | ﹤0.01% | 628 |
|
|
2021
Q1 | $8K | Buy |
242
+1
| +0.4% | +$33 | ﹤0.01% | 610 |
|
|
2020
Q4 | $8K | Hold |
241
| – | – | ﹤0.01% | 600 |
|
|
2020
Q3 | $7K | Sell |
241
-350
| -59% | -$10.2K | ﹤0.01% | 551 |
|
|
2020
Q2 | $16K | Sell |
591
-1,116
| -65% | -$30.2K | ﹤0.01% | 480 |
|
|
2020
Q1 | $35K | Sell |
1,707
-41,348
| -96% | -$848K | 0.01% | 361 |
|
|
2019
Q4 | $1.62M | Sell |
43,055
-2,847
| -6% | -$107K | 0.29% | 82 |
|
|
2019
Q3 | $1.62M | Buy |
45,902
+439
| +1% | +$15.5K | 0.32% | 70 |
|
|
2019
Q2 | $1.66M | Sell |
45,463
-517
| -1% | -$18.9K | 0.33% | 65 |
|
|
2019
Q1 | $1.84M | Buy |
45,980
+4,397
| +11% | +$176K | 0.38% | 58 |
|
|
2018
Q4 | $1.63M | Buy |
41,583
+418
| +1% | +$16.4K | 0.38% | 51 |
|
|
2018
Q3 | $1.68M | Buy |
41,165
+1,805
| +5% | +$73.8K | 0.36% | 55 |
|
|
2018
Q2 | $1.62M | Buy |
39,360
+1,305
| +3% | +$53.7K | 0.36% | 53 |
|
|
2018
Q1 | $1.59M | Buy |
38,055
+3,075
| +9% | +$128K | 0.43% | 46 |
|
|
2017
Q4 | $1.66M | Sell |
34,980
-752
| -2% | -$35.8K | 0.4% | 45 |
|
|
2017
Q3 | $1.74M | Sell |
35,732
-1,022
| -3% | -$49.8K | 0.44% | 33 |
|
|
2017
Q2 | $1.77M | Buy |
36,754
+720
| +2% | +$34.7K | 0.5% | 29 |
|
|
2017
Q1 | $1.6M | Buy |
36,034
+4,091
| +13% | +$182K | 0.48% | 37 |
|
|
2016
Q4 | $1.27M | Sell |
31,943
-3,826
| -11% | -$153K | 0.42% | 46 |
|
|
2016
Q3 | $1.5M | Buy |
35,769
+213
| +0.6% | +$8.94K | 0.52% | 35 |
|
|
2016
Q2 | $1.57M | Buy |
35,556
+6,550
| +23% | +$290K | 0.67% | 33 |
|
|
2016
Q1 | $1.19M | Buy |
+29,006
| New | +$1.19M | 0.71% | 39 |
|