PIWA
Prevail Innovative Wealth Advisors’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
+104,935
| New | +$1.97M | 0.44% | 73 |
|
|
2025
Q1 | – | Sell |
-92,433
| Closed | -$1.69M | – | 189 |
|
|
2024
Q4 | $1.69M | Buy |
92,433
+17,814
| +24% | +$326K | 0.49% | 67 |
|
|
2024
Q3 | $1.5M | Sell |
74,619
-65,355
| -47% | -$1.31M | 0.46% | 75 |
|
|
2024
Q2 | $2.67M | Buy |
139,974
+52,158
| +59% | +$994K | 0.94% | 46 |
|
|
2024
Q1 | $1.73M | Buy |
+87,816
| New | +$1.73M | 0.64% | 69 |
|