SWM
Selective Wealth Management’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,423
| Closed | -$145K | – | 514 |
|
|
2022
Q3 | $145K | Sell |
8,423
-36,033
| -81% | -$620K | 0.06% | 165 |
|
|
2022
Q2 | $263K | Buy |
44,456
+12,384
| +39% | +$73.3K | 0.09% | 114 |
|
|
2022
Q1 | $226K | Buy |
32,072
+31,072
| +3,107% | +$219K | 0.08% | 120 |
|
|
2021
Q4 | $8K | Buy |
+1,000
| New | +$8K | ﹤0.01% | 505 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$9K | – | 605 |
|
|
2021
Q2 | $9K | Sell |
1,000
-657
| -40% | -$5.91K | 0.01% | 357 |
|
|
2021
Q1 | $14K | Sell |
1,657
-943
| -36% | -$7.97K | 0.01% | 223 |
|
|
2020
Q4 | $22K | Buy |
2,600
+1,600
| +160% | +$13.5K | 0.01% | 178 |
|
|
2020
Q3 | $7K | Hold |
1,000
| – | – | 0.01% | 227 |
|
|
2020
Q2 | $7K | Hold |
1,000
| – | – | 0.01% | 268 |
|
|
2020
Q1 | $5K | Hold |
1,000
| – | – | 0.01% | 206 |
|
|
2019
Q4 | $9K | Hold |
1,000
| – | – | 0.01% | 170 |
|
|
2019
Q3 | $9K | Buy |
+1,000
| New | +$9K | 0.01% | 174 |
|
|
2018
Q3 | $10K | Buy |
+1,000
| New | +$10K | 0.12% | 88 |
|