KWM
Kingsview Wealth Management’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-43,584
| Closed | -$307K | – | 886 |
|
|
2022
Q1 | $307K | Buy |
43,584
+4,230
| +11% | +$29.8K | 0.01% | 696 |
|
|
2021
Q4 | $308K | Buy |
39,354
+4,300
| +12% | +$33.7K | 0.01% | 710 |
|
|
2021
Q3 | $295K | Buy |
35,054
+1,398
| +4% | +$11.8K | 0.01% | 688 |
|
|
2021
Q2 | $300K | Sell |
33,656
-400
| -1% | -$3.57K | 0.01% | 696 |
|
|
2021
Q1 | $297K | Sell |
34,056
-3,644
| -10% | -$31.8K | 0.02% | 645 |
|
|
2020
Q4 | $319K | Buy |
37,700
+3,484
| +10% | +$29.5K | 0.02% | 538 |
|
|
2020
Q3 | $244K | Sell |
34,216
-557
| -2% | -$3.97K | 0.02% | 522 |
|
|
2020
Q2 | $228K | Hold |
34,773
| – | – | 0.02% | 496 |
|
|
2020
Q1 | $176K | Buy |
34,773
+193
| +0.6% | +$977 | 0.02% | 431 |
|
|
2019
Q4 | $326K | Buy |
34,580
+488
| +1% | +$4.6K | 0.04% | 353 |
|
|
2019
Q3 | $300K | Sell |
34,092
-1,140
| -3% | -$10K | 0.05% | 333 |
|
|
2019
Q2 | $322K | Sell |
35,232
-5,881
| -14% | -$53.7K | 0.05% | 308 |
|
|
2019
Q1 | $411K | Buy |
+41,113
| New | +$411K | 0.06% | 297 |
|