Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $127K | Hold |
3,750
| – | – | 0.03% | 121 |
|
2020
Q3 | $107K | Hold |
3,750
| – | – | 0.03% | 98 |
|
2020
Q2 | $98K | Hold |
3,750
| – | – | 0.03% | 88 |
|
2020
Q1 | $76K | Buy |
3,750
+1,250
| +50% | +$25.3K | 0.02% | 90 |
|
2019
Q4 | $94K | Hold |
2,500
| – | – | 0.02% | 115 |
|
2019
Q3 | $88K | Hold |
2,500
| – | – | 0.02% | 106 |
|
2019
Q2 | $91K | Hold |
2,500
| – | – | 0.02% | 104 |
|
2019
Q1 | $100K | Buy |
+2,500
| New | +$100K | 0.03% | 96 |
|
2018
Q4 | – | Sell |
-2,500
| Closed | -$102K | – | 101 |
|
2018
Q3 | $102K | Buy |
+2,500
| New | +$102K | 0.03% | 93 |
|
2017
Q1 | – | Sell |
-115
| Closed | -$5K | – | 486 |
|
2016
Q4 | $5K | Buy |
+115
| New | +$5K | ﹤0.01% | 386 |
|