SSWM
Sheets Smith 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 |
-13,000
| Closed | -$77K | – | 309 |
|
|
2022
Q2 | $77K | Sell |
13,000
-1,200
| -8% | -$7.11K | 0.01% | 299 |
|
|
2022
Q1 | $100K | Hold |
14,200
| – | – | 0.01% | 349 |
|
|
2021
Q4 | $111K | Hold |
14,200
| – | – | 0.01% | 369 |
|
|
2021
Q3 | $120K | Hold |
14,200
| – | – | 0.02% | 362 |
|
|
2021
Q2 | $126K | Hold |
14,200
| – | – | 0.02% | 356 |
|
|
2021
Q1 | $122K | Buy |
+14,200
| New | +$122K | 0.02% | 327 |
|
|
2017
Q3 | – | Sell |
-11,119
| Closed | -$134K | – | 311 |
|
|
2017
Q2 | $134K | Buy |
11,119
+67
| +0.6% | +$807 | 0.04% | 290 |
|
|
2017
Q1 | $123K | Buy |
+11,052
| New | +$123K | 0.03% | 285 |
|
|
2016
Q4 | – | Sell |
-11,816
| Closed | -$124K | – | 291 |
|
|
2016
Q3 | $124K | Buy |
+11,816
| New | +$124K | 0.04% | 260 |
|