LWA
Lowe Wealth Advisors’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-276,303
| Closed | -$2.6M | – | 331 |
|
|
2019
Q4 | $2.6M | Buy |
276,303
+13,797
| +5% | +$130K | 1.45% | 15 |
|
|
2019
Q3 | $2.31M | Buy |
262,506
+5,218
| +2% | +$45.9K | 1.38% | 15 |
|
|
2019
Q2 | $2.35M | Buy |
257,288
+17,773
| +7% | +$162K | 1.41% | 14 |
|
|
2019
Q1 | $2.39M | Buy |
+239,515
| New | +$2.39M | 1.45% | 14 |
|