Peak Financial Advisors’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,634
| Closed | -$285K | – | 72 |
|
|
2022
Q3 | $285K | Sell |
16,634
-4,627
| -22% | -$79.3K | 0.35% | 48 |
|
|
2022
Q2 | $503K | Buy |
21,261
+5,087
| +31% | +$120K | 0.5% | 42 |
|
|
2022
Q1 | $455K | Buy |
16,174
+1,332
| +9% | +$37.5K | 0.39% | 54 |
|
|
2021
Q4 | $464K | Buy |
14,842
+1,228
| +9% | +$38.4K | 0.36% | 49 |
|
|
2021
Q3 | $459K | Sell |
13,614
-7,297
| -35% | -$246K | 0.4% | 42 |
|
|
2021
Q2 | $743K | Sell |
20,911
-547
| -3% | -$19.4K | 0.64% | 40 |
|
|
2021
Q1 | $738K | Buy |
21,458
+8,573
| +67% | +$295K | 0.62% | 41 |
|
|
2020
Q4 | $436K | Buy |
+12,885
| New | +$436K | 0.38% | 46 |
|