Baldwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,000
| Closed | -$27.2K | – | 998 |
|
|
2024
Q3 | $27.2K | Hold |
3,000
| – | – | ﹤0.01% | 650 |
|
|
2024
Q2 | $20.9K | Hold |
3,000
| – | – | ﹤0.01% | 455 |
|
|
2024
Q1 | $23.9K | Hold |
3,000
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $32.6K | Hold |
3,000
| – | – | ﹤0.01% | 434 |
|
|
2023
Q3 | $25.7K | Hold |
3,000
| – | – | ﹤0.01% | 481 |
|
|
2023
Q2 | $23.3K | Hold |
3,000
| – | – | ﹤0.01% | 517 |
|
|
2023
Q1 | $27.7K | Hold |
3,000
| – | – | ﹤0.01% | 509 |
|
|
2022
Q4 | $33.9K | Hold |
3,000
| – | – | ﹤0.01% | 472 |
|
|
2022
Q3 | $32K | Hold |
3,000
| – | – | ﹤0.01% | 392 |
|
|
2022
Q2 | $31K | Hold |
3,000
| – | – | ﹤0.01% | 420 |
|
|
2022
Q1 | $39K | Hold |
3,000
| – | – | ﹤0.01% | 408 |
|
|
2021
Q4 | $41K | Hold |
3,000
| – | – | ﹤0.01% | 375 |
|
|
2021
Q3 | $40K | Hold |
3,000
| – | – | ﹤0.01% | 376 |
|
|
2021
Q2 | $40K | Hold |
3,000
| – | – | ﹤0.01% | 386 |
|
|
2021
Q1 | $41K | Hold |
3,000
| – | – | ﹤0.01% | 365 |
|
|
2020
Q4 | $29K | Sell |
3,000
-2,000
| -40% | -$19.3K | ﹤0.01% | 372 |
|
|
2020
Q3 | $34K | Hold |
5,000
| – | – | ﹤0.01% | 337 |
|
|
2020
Q2 | $39K | Hold |
5,000
| – | – | 0.01% | 323 |
|
|
2020
Q1 | $37K | Hold |
5,000
| – | – | 0.01% | 310 |
|
|
2019
Q4 | $57K | Hold |
5,000
| – | – | 0.01% | 300 |
|
|
2019
Q3 | $54K | Hold |
5,000
| – | – | 0.01% | 295 |
|
|
2019
Q2 | $54K | Hold |
5,000
| – | – | 0.01% | 297 |
|
|
2019
Q1 | $48K | Hold |
5,000
| – | – | 0.01% | 308 |
|
|
2018
Q4 | $44K | Buy |
+5,000
| New | +$44K | 0.01% | 302 |
|