Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,060
| Closed | -$122K | – | 338 |
|
|
2017
Q1 | $122K | Hold |
3,060
| – | – | 0.03% | 467 |
|
|
2016
Q4 | $122K | Sell |
3,060
-11,656
| -79% | -$465K | 0.03% | 468 |
|
|
2016
Q3 | $619K | Buy |
14,716
+564
| +4% | +$23.7K | 0.08% | 331 |
|
|
2016
Q2 | $628K | Buy |
14,152
+403
| +3% | +$17.9K | 0.09% | 294 |
|
|
2016
Q1 | $566K | Buy |
13,749
+131
| +1% | +$5.39K | 0.08% | 326 |
|
|
2015
Q4 | $510K | Sell |
13,618
-727
| -5% | -$27.2K | 0.07% | 355 |
|
|
2015
Q3 | $568K | Buy |
14,345
+240
| +2% | +$9.5K | 0.08% | 329 |
|
|
2015
Q2 | $518K | Buy |
14,105
+38
| +0.3% | +$1.4K | 0.07% | 352 |
|
|
2015
Q1 | $413K | Buy |
14,067
+3,905
| +38% | +$115K | 0.12% | 235 |
|
|
2014
Q4 | $439K | Buy |
10,162
+6,188
| +156% | +$267K | 0.07% | 354 |
|
|
2014
Q3 | $168K | Buy |
3,974
+896
| +29% | +$37.9K | 0.02% | 510 |
|
|
2014
Q2 | $131K | Buy |
3,078
+229
| +8% | +$9.75K | 0.02% | 545 |
|
|
2014
Q1 | $125K | Buy |
+2,849
| New | +$125K | 0.02% | 538 |
|
|
2013
Q4 | – | Sell |
-3,096
| Closed | -$144K | – | 558 |
|
|
2013
Q3 | $144K | Sell |
3,096
-1,332
| -30% | -$62K | 0.02% | 503 |
|
|
2013
Q2 | $225K | Buy |
+4,428
| New | +$225K | 0.03% | 420 |
|