TWA
TCI Wealth Advisors’s Annaly Capital Management NLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-329
| Closed | -$6.28K | – | 1502 |
|
|
2023
Q1 | $6.28K | Buy |
329
+3
| +0.9% | +$57 | ﹤0.01% | 1369 |
|
|
2022
Q4 | $6.87K | Sell |
326
-1,899
| -85% | -$40K | ﹤0.01% | 1324 |
|
|
2022
Q3 | $38K | Sell |
2,225
-1,673
| -43% | -$28.6K | 0.01% | 446 |
|
|
2022
Q2 | $23K | Sell |
3,898
-70
| -2% | -$413 | ﹤0.01% | 596 |
|
|
2022
Q1 | $28K | Sell |
3,968
-730
| -16% | -$5.15K | ﹤0.01% | 558 |
|
|
2021
Q4 | $37K | Sell |
4,698
-11,993
| -72% | -$94.5K | 0.01% | 481 |
|
|
2021
Q3 | $141K | Buy |
16,691
+4,689
| +39% | +$39.6K | 0.02% | 220 |
|
|
2021
Q2 | $107K | Buy |
12,002
+8,649
| +258% | +$77.1K | 0.02% | 245 |
|
|
2021
Q1 | $29K | Hold |
3,353
| – | – | 0.01% | 469 |
|
|
2020
Q4 | $28K | Buy |
3,353
+526
| +19% | +$4.39K | 0.01% | 409 |
|
|
2020
Q3 | $20K | Buy |
2,827
+68
| +2% | +$481 | 0.01% | 435 |
|
|
2020
Q2 | $18K | Sell |
2,759
-15,078
| -85% | -$98.4K | 0.01% | 457 |
|
|
2020
Q1 | $90K | Buy |
17,837
+5,939
| +50% | +$30K | 0.04% | 210 |
|
|
2019
Q4 | $112K | Buy |
11,898
+3,137
| +36% | +$29.5K | 0.04% | 237 |
|
|
2019
Q3 | $77K | Buy |
8,761
+5,078
| +138% | +$44.6K | 0.03% | 255 |
|
|
2019
Q2 | $34K | Sell |
3,683
-5,134
| -58% | -$47.4K | 0.02% | 376 |
|
|
2019
Q1 | $88K | Buy |
8,817
+4,964
| +129% | +$49.5K | 0.04% | 245 |
|
|
2018
Q4 | $38K | Sell |
3,853
-82
| -2% | -$809 | 0.02% | 353 |
|
|
2018
Q3 | $40K | Buy |
3,935
+94
| +2% | +$956 | 0.02% | 365 |
|
|
2018
Q2 | $40K | Sell |
3,841
-5,785
| -60% | -$60.2K | 0.02% | 358 |
|
|
2018
Q1 | $100K | Buy |
9,626
+6,000
| +165% | +$62.3K | 0.05% | 218 |
|
|
2017
Q4 | $43K | Sell |
3,626
-6,000
| -62% | -$71.2K | 0.02% | 368 |
|
|
2017
Q3 | $117K | Sell |
9,626
-1,602
| -14% | -$19.5K | 0.06% | 188 |
|
|
2017
Q2 | $135K | Sell |
11,228
-2,998
| -21% | -$36K | 0.07% | 173 |
|
|
2017
Q1 | $158K | Buy |
14,226
+8,975
| +171% | +$99.7K | 0.08% | 159 |
|
|
2016
Q4 | $52K | Sell |
5,251
-541
| -9% | -$5.36K | 0.03% | 322 |
|
|
2016
Q3 | $61K | Buy |
5,792
+424
| +8% | +$4.47K | 0.03% | 280 |
|
|
2016
Q2 | $59K | Buy |
5,368
+26
| +0.5% | +$286 | 0.03% | 278 |
|
|
2016
Q1 | $55K | Buy |
5,342
+3,176
| +147% | +$32.7K | 0.03% | 290 |
|
|
2015
Q4 | $20K | Buy |
2,166
+26
| +1% | +$240 | 0.01% | 440 |
|
|
2015
Q3 | $21K | Sell |
2,140
-107
| -5% | -$1.05K | 0.01% | 391 |
|
|
2015
Q2 | $21K | Buy |
2,247
+24
| +1% | +$224 | 0.01% | 395 |
|
|
2015
Q1 | $23K | Sell |
2,223
-503
| -18% | -$5.2K | 0.01% | 338 |
|
|
2014
Q4 | $29K | Sell |
2,726
-457
| -14% | -$4.86K | 0.02% | 304 |
|
|
2014
Q3 | $34K | Buy |
3,183
+1,019
| +47% | +$10.9K | 0.02% | 266 |
|
|
2014
Q2 | $25K | Buy |
2,164
+19
| +0.9% | +$220 | 0.02% | 322 |
|
|
2014
Q1 | $24K | Buy |
2,145
+155
| +8% | +$1.73K | 0.02% | 308 |
|
|
2013
Q4 | $20K | Buy |
1,990
+20
| +1% | +$201 | 0.01% | 336 |
|
|
2013
Q3 | $23K | Buy |
1,970
+22
| +1% | +$257 | 0.02% | 282 |
|
|
2013
Q2 | $24K | Buy |
+1,948
| New | +$24K | 0.02% | 288 |
|