Summit Wealth Partners’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
Q1 | – | Sell |
-2,564
| Closed | -$80.2K | – | 169 |
|
|
2021
Q4 | $80.2K | Buy |
2,564
+64
| +3% | +$2K | 0.02% | 160 |
|
|
2021
Q3 | $84.2K | Hold |
2,500
| – | – | 0.02% | 147 |
|
|
2021
Q2 | $88.8K | Hold |
2,500
| – | – | 0.02% | 152 |
|
|
2021
Q1 | $86K | Hold |
2,500
| – | – | 0.02% | 148 |
|
|
2020
Q4 | $84.5K | Buy |
+2,500
| New | +$84.5K | 0.02% | 143 |
|