Edge Wealth Management’s Annaly Capital Management NLY Stock Holding History

Edge Wealth Management’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3,888	Closed	-$122K	–	328
2021 Q4	$122K	Hold	3,888	–	–	0.02%	122
2021 Q3	$131K	Sell	3,888 -10,000	-72%	-$344K	0.03%	108
2021 Q2	$494K	Sell	13,888 -7,034	-34%	-$255K	0.1%	69
2021 Q1	$720K	Buy	20,922 +125	+0.6%	+$4.23K	0.15%	59
2020 Q4	$700K	Buy	20,797 +1	+0%	+$31	0.16%	61
2020 Q3	$592K	Sell	20,796 -271	-1%	-$7.84K	0.14%	66
2020 Q2	$553K	Sell	21,067 -6,013	-22%	-$149K	0.1%	91
2020 Q1	$559K	Buy	27,080 +14,063	+108%	+$495K	0.12%	89
2019 Q4	$490K	Buy	13,017 +6,284	+93%	+$229K	0.1%	100
2019 Q3	$236K	Sell	6,733 -3,822	-36%	-$138K	0.05%	126
2019 Q2	$386K	Buy	10,555 +10,358	+5,258%	+$395K	0.09%	110
2019 Q1	$8K	Buy	197 +4	+2%	+$163	﹤0.01%	428
2018 Q4	$8K	Buy	193 +1	+0.5%	+$40	﹤0.01%	426
2018 Q3	$8K	Buy	192 +5	+3%	+$209	﹤0.01%	461
2018 Q2	$8K	Buy	187 +3	+2%	+$125	﹤0.01%	449
2018 Q1	$8K	Buy	184 +3	+2%	+$128	﹤0.01%	412
2017 Q4	$8K	Hold	181	–	–	﹤0.01%	403
2017 Q3	$9K	Hold	181	–	–	﹤0.01%	385
2017 Q2	$9K	Sell	181 -14,090	-99%	-$665K	﹤0.01%	380
2017 Q1	$1.43M	Buy	14,271 +13,077	+1,095%	+$556K	0.49%	35
2016 Q4	$109K	Sell	1,194 -1,219	-51%	-$49.6K	0.04%	149
2016 Q3	$101K	Hold	2,413	–	–	0.04%	142
2016 Q2	$106K	Buy	2,413 +1,063	+79%	+$45.2K	0.04%	136
2016 Q1	$55K	Hold	1,350	–	–	0.02%	166
2015 Q4	$51K	Sell	1,350 -5,000	-79%	-$195K	0.02%	187
2015 Q3	$247K	Hold	6,350	–	–	0.09%	93
2015 Q2	$235K	Buy	6,350 +6,250	+6,250%	+$253K	0.08%	97
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	354
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	355
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	353
2014 Q2	$5K	Sell	100 -113	-53%	-$5.21K	﹤0.01%	324
2014 Q1	$9K	Sell	213 -25,000	-99%	-$1.08M	﹤0.01%	293
2013 Q4	$1M	Buy	25,213 +24,950	+9,487%	+$1.08M	0.46%	39
2013 Q3	$12K	Sell	263 -12	-4%	-$565	0.01%	228
2013 Q2	$14K	Buy	+275	New	+$16.1K	0.01%	212