LA
Legacy Advisors’s Annaly Capital Management NLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15,261
| Closed | -$300K | – | 336 |
|
2024
Q1 | $300K | Hold |
15,261
| – | – | 0.04% | 250 |
|
2023
Q4 | $296K | Buy |
+15,261
| New | +$296K | 0.04% | 247 |
|
2020
Q4 | – | Sell |
-89,050
| Closed | -$634K | – | 113 |
|
2020
Q3 | $634K | Hold |
89,050
| – | – | 0.42% | 45 |
|
2020
Q2 | $584K | Hold |
89,050
| – | – | 0.46% | 53 |
|
2020
Q1 | $451K | Buy |
89,050
+800
| +0.9% | +$4.05K | 0.45% | 56 |
|
2019
Q4 | $831K | Sell |
88,250
-2,300
| -3% | -$21.7K | 0.53% | 42 |
|
2019
Q3 | $797K | Buy |
90,550
+28,500
| +46% | +$251K | 0.6% | 39 |
|
2019
Q2 | $567K | Sell |
62,050
-55,050
| -47% | -$503K | 0.38% | 53 |
|
2019
Q1 | $1.17M | Buy |
+117,100
| New | +$1.17M | 0.38% | 61 |
|
2018
Q4 | – | Sell |
-4,550
| Closed | -$47K | – | 301 |
|
2018
Q3 | $47K | Hold |
4,550
| – | – | 0.02% | 236 |
|
2018
Q2 | $47K | Sell |
4,550
-10,750
| -70% | -$111K | 0.04% | 193 |
|
2018
Q1 | $157K | Buy |
+15,300
| New | +$157K | 0.12% | 93 |
|
2017
Q2 | – | Sell |
-6,900
| Closed | -$78K | – | 210 |
|
2017
Q1 | $78K | Sell |
6,900
-13,000
| -65% | -$147K | 0.11% | 75 |
|
2016
Q4 | $203K | Buy |
+19,900
| New | +$203K | 0.28% | 40 |
|