Altium Wealth Management’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $393K | Buy |
37,784
+2,181
| +6% | +$22.7K | 0.03% | 270 |
|
|
2022
Q1 | $464K | Buy |
35,603
+23,120
| +185% | +$301K | 0.03% | 267 |
|
|
2021
Q4 | $172K | Buy |
12,483
+1,781
| +17% | +$24.5K | 0.01% | 372 |
|
|
2021
Q3 | $142K | Buy |
+10,702
| New | +$142K | 0.01% | 362 |
|
|
2020
Q3 | – | Sell |
-10,271
| Closed | -$80K | – | 349 |
|
|
2020
Q2 | $80K | Sell |
10,271
-143
| -1% | -$1.11K | 0.01% | 316 |
|
|
2020
Q1 | $76K | Buy |
+10,414
| New | +$76K | 0.01% | 311 |
|