Summit Financial Wealth Advisors’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,780
| Closed | -$98K | – | 133 |
|
|
2022
Q2 | $98K | Buy |
3,780
+1,265
| +50% | +$32.8K | 0.02% | 131 |
|
|
2022
Q1 | $71K | Sell |
2,515
-1,265
| -33% | -$35.7K | 0.01% | 129 |
|
|
2021
Q4 | $123K | Hold |
3,780
| – | – | 0.02% | 137 |
|
|
2021
Q3 | $127K | Hold |
3,780
| – | – | 0.03% | 126 |
|
|
2021
Q2 | $134K | Buy |
+3,780
| New | +$134K | 0.03% | 124 |
|
|
2015
Q4 | – | Sell |
-833
| Closed | -$32K | – | 185 |
|
|
2015
Q3 | $32K | Sell |
833
-712
| -46% | -$27.4K | 0.02% | 139 |
|
|
2015
Q2 | $56K | Buy |
1,545
+712
| +85% | +$25.8K | 0.03% | 133 |
|
|
2015
Q1 | $33K | Hold |
833
| – | – | 0.02% | 138 |
|
|
2014
Q4 | $36K | Buy |
+833
| New | +$36K | 0.03% | 133 |
|