MWM
Mission Wealth Management’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,988
| Closed | -$207K | – | 564 |
|
|
2023
Q3 | $207K | Hold |
10,988
| – | – | 0.01% | 494 |
|
|
2023
Q2 | $220K | Hold |
10,988
| – | – | 0.01% | 480 |
|
|
2023
Q1 | $210K | Buy |
+10,988
| New | +$210K | 0.01% | 480 |
|
|
2022
Q4 | – | Sell |
-12,232
| Closed | -$210K | – | 506 |
|
|
2022
Q3 | $210K | Sell |
12,232
-23,978
| -66% | -$412K | 0.01% | 440 |
|
|
2022
Q2 | $214K | Sell |
36,210
-4,481
| -11% | -$26.5K | 0.01% | 452 |
|
|
2022
Q1 | $286K | Buy |
40,691
+5,000
| +14% | +$35.1K | 0.01% | 414 |
|
|
2021
Q4 | $279K | Sell |
35,691
-17,743
| -33% | -$139K | 0.01% | 429 |
|
|
2021
Q3 | $450K | Buy |
53,434
+500
| +0.9% | +$4.21K | 0.02% | 295 |
|
|
2021
Q2 | $470K | Buy |
52,934
+31,441
| +146% | +$279K | 0.02% | 289 |
|
|
2021
Q1 | $185K | Hold |
21,493
| – | – | 0.01% | 431 |
|
|
2020
Q4 | $182K | Sell |
21,493
-2,000
| -9% | -$16.9K | 0.01% | 399 |
|
|
2020
Q3 | $167K | Hold |
23,493
| – | – | 0.01% | 349 |
|
|
2020
Q2 | $154K | Buy |
+23,493
| New | +$154K | 0.01% | 328 |
|