SWM
Strategic Wealth Management’s Annaly Capital Management NLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $3.55M | Buy |
453,975
+2,700
| +0.6% | +$21.1K | 1.75% | 19 |
|
2021
Q3 | $3.8M | Buy |
451,275
+41,453
| +10% | +$349K | 1.98% | 14 |
|
2021
Q2 | $3.64M | Buy |
409,822
+129,654
| +46% | +$1.15M | 1.96% | 17 |
|
2021
Q1 | $2.41M | Hold |
280,168
| – | – | 1.45% | 25 |
|
2020
Q4 | $2.37M | Buy |
280,168
+5,000
| +2% | +$42.2K | 1.45% | 30 |
|
2020
Q3 | $1.96M | Buy |
275,168
+69,453
| +34% | +$494K | 1.46% | 29 |
|
2020
Q2 | $1.35M | Buy |
+205,715
| New | +$1.35M | 1.25% | 26 |
|