JFS Wealth Advisors’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,125
| Closed | -$21.2K | – | 2027 |
|
|
2023
Q3 | $21.2K | Hold |
1,125
| – | – | ﹤0.01% | 534 |
|
|
2023
Q2 | $22.5K | Hold |
1,125
| – | – | ﹤0.01% | 519 |
|
|
2023
Q1 | $21.5K | Hold |
1,125
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $23.7K | Hold |
1,125
| – | – | ﹤0.01% | 493 |
|
|
2022
Q3 | $19K | Hold |
1,125
| – | – | ﹤0.01% | 584 |
|
|
2022
Q2 | $27K | Buy |
+1,125
| New | +$27K | ﹤0.01% | 530 |
|
|
2015
Q2 | – | Sell |
-426
| Closed | -$18K | – | 517 |
|
|
2015
Q1 | $18K | Buy |
426
+12
| +3% | +$507 | 0.01% | 297 |
|
|
2014
Q4 | $18K | Buy |
414
+132
| +47% | +$5.74K | ﹤0.01% | 300 |
|
|
2014
Q3 | $12K | Buy |
282
+8
| +3% | +$340 | ﹤0.01% | 323 |
|
|
2014
Q2 | $13K | Buy |
+274
| New | +$13K | ﹤0.01% | 306 |
|
|
2013
Q4 | – | Sell |
-5,130
| Closed | -$238K | – | 136 |
|
|
2013
Q3 | $238K | Buy |
+5,130
| New | +$238K | 0.11% | 109 |
|