MWM
Mattern Wealth Management’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12,119
| Closed | -$72K | – | 162 |
|
|
2022
Q2 | $72K | Sell |
12,119
-13,294
| -52% | -$79K | 0.03% | 151 |
|
|
2022
Q1 | $179K | Hold |
25,413
| – | – | 0.06% | 157 |
|
|
2021
Q4 | $199K | Hold |
25,413
| – | – | 0.06% | 168 |
|
|
2021
Q3 | $214K | Hold |
25,413
| – | – | 0.07% | 157 |
|
|
2021
Q2 | $215K | Buy |
25,413
+13,294
| +110% | +$112K | 0.07% | 160 |
|
|
2021
Q1 | $104K | Hold |
12,119
| – | – | 0.04% | 154 |
|
|
2020
Q4 | $102K | Buy |
+12,119
| New | +$102K | 0.04% | 151 |
|