CRWM
Castle Rock Wealth Management’s Annaly Capital Management NLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-12,714
| Closed | -$290K | – | 226 |
|
2022
Q4 | $290K | Sell |
12,714
-11,208
| -47% | -$255K | 0.13% | 172 |
|
2022
Q3 | $404K | Sell |
23,922
-71,740
| -75% | -$1.21M | 0.2% | 129 |
|
2022
Q2 | $587K | Sell |
95,662
-994
| -1% | -$6.1K | 0.3% | 92 |
|
2022
Q1 | $633K | Sell |
96,656
-1,585
| -2% | -$10.4K | 0.29% | 101 |
|
2021
Q4 | $746K | Buy |
98,241
+5,515
| +6% | +$41.9K | 0.3% | 99 |
|
2021
Q3 | $802K | Buy |
92,726
+8,023
| +9% | +$69.4K | 0.27% | 111 |
|
2021
Q2 | $721K | Buy |
+84,703
| New | +$721K | 0.26% | 114 |
|