IWA
IBEX Wealth Advisors’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Buy |
319,467
+23,030
| +8% | +$433K | 0.64% | 55 |
|
|
2025
Q1 | $6.02M | Buy |
296,437
+15,283
| +5% | +$310K | 0.8% | 44 |
|
|
2024
Q4 | $5.15M | Buy |
281,154
+254,432
| +952% | +$4.66M | 0.61% | 51 |
|
|
2024
Q3 | $8.61M | Buy |
26,722
+26,304
| +6,293% | +$8.48M | 2.36% | 12 |
|
|
2024
Q2 | $7.96K | Sell |
418
-69,779
| -99% | -$1.33M | ﹤0.01% | 237 |
|
|
2024
Q1 | $1.48M | Buy |
+70,197
| New | +$1.48M | 0.4% | 64 |
|
|
2023
Q4 | – | Sell |
-290,995
| Closed | -$5.47M | – | 117 |
|
|
2023
Q3 | $5.47M | Buy |
+290,995
| New | +$5.47M | 1.39% | 26 |
|
|
2023
Q1 | $5.84M | Buy |
305,830
+235,633
| +336% | +$4.5M | 1.52% | 23 |
|
|
2022
Q4 | $1.48M | Buy |
+70,197
| New | +$1.48M | 0.33% | 80 |
|
|
2019
Q3 | – | Sell |
-1,519
| Closed | -$13K | – | 258 |
|
|
2019
Q2 | $13K | Buy |
+1,519
| New | +$13K | ﹤0.01% | 294 |
|