Transactions
2
Total transactions associated with this filer
Disclosed purchases
2
$2.0K – $30.0K
Average modeled return
+127.6%
2 modeled purchases
Average vs. S&P 500
+57.9%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MTUM | iShares Edge MSCI USA Momentum Factor ETF | Oct 11, 2018 | Sep 18, 2026 | +213.7% | +88.9% | +124.8% |
| NLY | Annaly Capital Management Inc Company: Annaly Capital Management Inc.
(New York, New York) Description: Mortgage Real Estate Investment Trust | Apr 21, 2025 | Sep 18, 2026 | +41.6% | +50.7% | -9.1% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 2 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| NLY | Annaly Capital Management Inc Company: Annaly Capital Management Inc.
(New York, New York) Description: Mortgage Real Estate Investment Trust | Apr 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| MTUM | iShares Edge MSCI USA Momentum Factor ETF | Oct 11, 2018 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.