SW
SkyOak Wealth’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,108
| Closed | -$243K | – | 274 |
|
|
2024
Q3 | $243K | Hold |
12,108
| – | – | 0.05% | 202 |
|
|
2024
Q2 | $231K | Hold |
12,108
| – | – | 0.05% | 212 |
|
|
2024
Q1 | $238K | Sell |
12,108
-4,785
| -28% | -$94.2K | 0.06% | 212 |
|
|
2023
Q4 | $327K | Sell |
16,893
-8,327
| -33% | -$161K | 0.09% | 161 |
|
|
2023
Q3 | $474K | Hold |
25,220
| – | – | 0.14% | 113 |
|
|
2023
Q2 | $505K | Sell |
25,220
-1,588
| -6% | -$31.8K | 0.14% | 121 |
|
|
2023
Q1 | $512K | Buy |
26,808
+5,665
| +27% | +$108K | 0.16% | 111 |
|
|
2022
Q4 | $446K | Buy |
21,143
+8,100
| +62% | +$171K | 0.15% | 121 |
|
|
2022
Q3 | $224K | Sell |
13,043
-39,156
| -75% | -$672K | 0.08% | 184 |
|
|
2022
Q2 | $308K | Buy |
52,199
+13,980
| +37% | +$82.5K | 0.11% | 156 |
|
|
2022
Q1 | $269K | Sell |
38,219
-35
| -0.1% | -$246 | 0.07% | 186 |
|
|
2021
Q4 | $299K | Buy |
38,254
+4,202
| +12% | +$32.8K | 0.08% | 181 |
|
|
2021
Q3 | $287K | Buy |
34,052
+20,978
| +160% | +$177K | 0.08% | 181 |
|
|
2021
Q2 | $116K | Buy |
13,074
+2,749
| +27% | +$24.4K | 0.03% | 230 |
|
|
2021
Q1 | $92K | Buy |
+10,325
| New | +$92K | 0.03% | 229 |
|