Financial Architects (New Jersey)’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,500
| Closed | -$71K | – | 311 |
|
|
2020
Q3 | $71K | Hold |
2,500
| – | – | 0.02% | 271 |
|
|
2020
Q2 | $66K | Buy |
2,500
+250
| +11% | +$6.17K | 0.02% | 379 |
|
|
2020
Q1 | $46K | Sell |
2,250
-75
| -3% | -$2.64K | 0.01% | 396 |
|
|
2019
Q4 | $88K | Sell |
2,325
-625
| -21% | -$22.8K | 0.02% | 346 |
|
|
2019
Q3 | $104K | Hold |
2,950
| – | – | 0.02% | 327 |
|
|
2019
Q2 | $108K | Buy |
2,950
+1,525
| +107% | +$58.1K | 0.02% | 356 |
|
|
2019
Q1 | $57K | Buy |
1,425
+500
| +54% | +$20.4K | 0.01% | 576 |
|
|
2018
Q4 | $36K | Hold |
925
| – | – | 0.01% | 633 |
|
|
2018
Q3 | $38K | Sell |
925
-25
| -3% | -$1.05K | 0.01% | 724 |
|
|
2018
Q2 | $39K | Hold |
950
| – | – | 0.01% | 634 |
|
|
2018
Q1 | $40K | Buy |
950
+175
| +23% | +$7.46K | 0.01% | 675 |
|
|
2017
Q4 | $37K | Hold |
775
| – | – | 0.01% | 769 |
|
|
2017
Q3 | $38K | Hold |
775
| – | – | 0.01% | 765 |
|
|
2017
Q2 | $37K | Buy |
775
+25
| +3% | +$1.18K | 0.01% | 778 |
|
|
2017
Q1 | $33K | Sell |
750
-1,600
| -68% | -$68.1K | 0.01% | 787 |
|
|
2016
Q4 | $94K | Sell |
2,350
-925
| -28% | -$37.6K | 0.02% | 416 |
|
|
2016
Q3 | $138K | Buy |
3,275
+225
| +7% | +$9.75K | 0.04% | 326 |
|
|
2016
Q2 | $135K | Buy |
3,050
+2,400
| +369% | +$102K | 0.04% | 318 |
|
|
2016
Q1 | $27K | Buy |
+650
| New | +$25.5K | 0.01% | 521 |
|
|
2015
Q3 | – | Sell |
-1,150
| Closed | -$42K | – | 672 |
|
|
2015
Q2 | $42K | Buy |
1,150
+250
| +28% | +$10.1K | 0.02% | 474 |
|
|
2015
Q1 | $37K | Sell |
900
-375
| -29% | -$15.9K | 0.01% | 449 |
|
|
2014
Q4 | $55K | Sell |
1,275
-11,339
| -90% | -$513K | 0.02% | 334 |
|
|
2014
Q3 | $2.39M | Buy |
12,614
+11,003
| +683% | +$503K | 1.17% | 17 |
|
|
2014
Q2 | $74K | Buy |
+1,611
| New | +$74.3K | 0.04% | 275 |
|
|
2013
Q4 | – | Sell |
-1,910
| Closed | -$89K | – | 414 |
|
|
2013
Q3 | $89K | Buy |
1,910
+29
| +2% | +$1.36K | 0.06% | 189 |
|
|
2013
Q2 | $96K | Buy |
+1,881
| New | +$110K | 0.07% | 171 |
|
Other funds holding NLY
N