WOSD
WFA of San Diego’s Annaly Capital Management NLY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $89.4K | Buy |
+4,750
| New | +$89.4K | 0.07% | 148 |
|
2024
Q3 | $26.1K | Buy |
1,300
+50
| +4% | +$1K | 0.02% | 226 |
|
2024
Q2 | $23.8K | Buy |
+1,250
| New | +$23.8K | 0.02% | 230 |
|
2020
Q3 | – | Sell |
-14,973
| Closed | -$144K | – | 186 |
|
2020
Q2 | $144K | Buy |
+14,973
| New | +$144K | 0.03% | 253 |
|