SMFS
Squar Milner Financial Services’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-52,258
| Closed | -$343K | – | 127 |
|
|
2020
Q2 | $343K | Sell |
52,258
-9,725
| -16% | -$63.8K | 0.19% | 129 |
|
|
2020
Q1 | $314K | Sell |
61,983
-3,011
| -5% | -$15.3K | 0.19% | 114 |
|
|
2019
Q4 | $612K | Buy |
64,994
+17,109
| +36% | +$161K | 0.31% | 70 |
|
|
2019
Q3 | $341K | Sell |
47,885
-16,838
| -26% | -$120K | 0.17% | 142 |
|
|
2019
Q2 | $591K | Sell |
64,723
-6,665
| -9% | -$60.9K | 0.4% | 50 |
|
|
2019
Q1 | $713K | Hold |
71,388
| – | – | 0.53% | 34 |
|
|
2018
Q4 | $701K | Buy |
71,388
+1,000
| +1% | +$9.82K | 0.67% | 26 |
|
|
2018
Q3 | $720K | Sell |
70,388
-6,025
| -8% | -$61.6K | 0.65% | 28 |
|
|
2018
Q2 | $786K | Buy |
76,413
+5,427
| +8% | +$55.8K | 0.69% | 28 |
|
|
2018
Q1 | $740K | Hold |
70,986
| – | – | 0.93% | 24 |
|
|
2017
Q4 | $745K | Buy |
+70,986
| New | +$745K | 0.9% | 26 |
|