CWA
Clarus Wealth Advisors’s Annaly Capital Management NLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-11,500
| Closed | -$77K | – | 112 |
|
2022
Q1 | $77K | Hold |
11,500
| – | – | 0.05% | 109 |
|
2021
Q4 | $93K | Hold |
11,500
| – | – | 0.05% | 104 |
|
2021
Q3 | $98K | Hold |
11,500
| – | – | 0.06% | 103 |
|
2021
Q2 | $103K | Hold |
11,500
| – | – | 0.06% | 100 |
|
2021
Q1 | $100K | Hold |
11,500
| – | – | 0.06% | 130 |
|
2020
Q4 | $94K | Hold |
11,500
| – | – | 0.06% | 131 |
|
2020
Q3 | $83K | Hold |
11,500
| – | – | 0.06% | 123 |
|
2020
Q2 | $74K | Sell |
11,500
-3,600
| -24% | -$23.2K | 0.06% | 126 |
|
2020
Q1 | $61K | Buy |
+15,100
| New | +$61K | 0.06% | 114 |
|
2019
Q3 | – | Sell |
-8,391
| Closed | -$77K | – | 419 |
|
2019
Q2 | $77K | Buy |
8,391
+37
| +0.4% | +$340 | 0.06% | 234 |
|
2019
Q1 | $83K | Buy |
8,354
+35
| +0.4% | +$348 | 0.06% | 220 |
|
2018
Q4 | $82K | Buy |
8,319
+10
| +0.1% | +$99 | 0.13% | 196 |
|
2018
Q3 | $85K | Buy |
8,309
+3,090
| +59% | +$31.6K | 0.06% | 223 |
|
2018
Q2 | $54K | Buy |
+5,219
| New | +$54K | 0.04% | 273 |
|