CWM
Cadence Wealth Management’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-32,385
| Closed | -$191K | – | 34 |
|
|
2022
Q2 | $191K | Buy |
32,385
+3,205
| +11% | +$18.9K | 0.2% | 31 |
|
|
2022
Q1 | $205K | Buy |
29,180
+4,237
| +17% | +$29.8K | 0.16% | 33 |
|
|
2021
Q4 | $195K | Buy |
24,943
+3,774
| +18% | +$29.5K | 0.21% | 34 |
|
|
2021
Q3 | $178K | Buy |
21,169
+2,230
| +12% | +$18.8K | 0.2% | 32 |
|
|
2021
Q2 | $168K | Buy |
+18,939
| New | +$168K | 0.14% | 34 |
|