Financial Architects (New Jersey)’s Annaly Capital Management NLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,500
Closed -$71K 311
2020
Q3
$71K Hold
2,500
0.02% 270
2020
Q2
$66K Buy
2,500
+250
+11% +$6.6K 0.02% 378
2020
Q1
$46K Sell
2,250
-75
-3% -$1.53K 0.01% 395
2019
Q4
$88K Sell
2,325
-625
-21% -$23.7K 0.02% 346
2019
Q3
$104K Hold
2,950
0.02% 324
2019
Q2
$108K Buy
2,950
+1,525
+107% +$55.8K 0.02% 321
2019
Q1
$57K Buy
1,425
+500
+54% +$20K 0.01% 514
2018
Q4
$36K Hold
925
0.01% 571
2018
Q3
$38K Sell
925
-25
-3% -$1.03K 0.01% 619
2018
Q2
$39K Hold
950
0.01% 634
2018
Q1
$40K Buy
950
+175
+23% +$7.37K 0.01% 594
2017
Q4
$37K Hold
775
0.01% 674
2017
Q3
$38K Hold
775
0.01% 686
2017
Q2
$37K Buy
775
+25
+3% +$1.19K 0.01% 685
2017
Q1
$33K Sell
750
-1,600
-68% -$70.4K 0.01% 703
2016
Q4
$94K Sell
2,350
-925
-28% -$37K 0.02% 414
2016
Q3
$138K Buy
3,275
+225
+7% +$9.48K 0.04% 323
2016
Q2
$135K Buy
3,050
+2,400
+369% +$106K 0.04% 318
2016
Q1
$27K Buy
+650
New +$27K 0.01% 512
2015
Q3
Sell
-1,150
Closed -$42K 646
2015
Q2
$42K Buy
1,150
+250
+28% +$9.13K 0.02% 464
2015
Q1
$37K Sell
900
-375
-29% -$15.4K 0.01% 447
2014
Q4
$55K Sell
1,275
-11,339
-90% -$489K 0.02% 334
2014
Q3
$2.39M Buy
12,614
+11,003
+683% +$2.08M 1.17% 17
2014
Q2
$74K Buy
+1,611
New +$74K 0.04% 274
2013
Q4
Sell
-1,910
Closed -$89K 414
2013
Q3
$89K Buy
1,910
+29
+2% +$1.35K 0.06% 189
2013
Q2
$96K Buy
+1,881
New +$96K 0.07% 171