Avantax Planning Partners’s Valley National Bancorp VLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,589	Closed	-$126K	–	389
2023 Q1	$126K	Buy	13,589 +411	+3%	+$3.8K	0.01%	364
2022 Q4	$149K	Hold	13,178	–	–	0.01%	355
2022 Q3	$142K	Buy	+13,178	New	+$142K	0.01%	332