American Economic Planning Group’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-16,771
| Closed | -$202K | – | 85 |
|
|
2017
Q3 | $202K | Hold |
16,771
| – | – | 0.08% | 78 |
|
|
2017
Q2 | $198K | Hold |
16,771
| – | – | 0.08% | 76 |
|
|
2017
Q1 | $198K | Buy |
+16,771
| New | +$198K | 0.08% | 76 |
|
|
2016
Q2 | – | Sell |
-22,342
| Closed | -$213K | – | 66 |
|
|
2016
Q1 | $213K | Buy |
+22,342
| New | +$213K | 0.09% | 52 |
|
|
2015
Q2 | – | Sell |
-16,240
| Closed | -$153K | – | 47 |
|
|
2015
Q1 | $153K | Buy |
+16,240
| New | +$153K | 0.06% | 43 |
|
|
2014
Q1 | – | Sell |
-15,715
| Closed | -$159K | – | 28 |
|
|
2013
Q4 | $159K | Hold |
15,715
| – | – | 0.06% | 28 |
|
|
2013
Q3 | $156K | Hold |
15,715
| – | – | 0.06% | 25 |
|
|
2013
Q2 | $149K | Buy |
+15,715
| New | +$149K | 0.06% | 22 |
|