Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,990
| Closed | -$73.8K | – | 3298 |
|
|
2023
Q1 | $73.8K | Buy |
7,990
+1,114
| +16% | +$10.3K | ﹤0.01% | 1480 |
|
|
2022
Q4 | $77.8K | Buy |
+6,876
| New | +$77.8K | ﹤0.01% | 1376 |
|
|
2020
Q1 | – | Sell |
-11,030
| Closed | -$126K | – | 792 |
|
|
2019
Q4 | $126K | Buy |
11,030
+600
| +6% | +$6.85K | 0.02% | 698 |
|
|
2019
Q3 | $113K | Sell |
10,430
-5,860
| -36% | -$63.5K | 0.02% | 630 |
|
|
2019
Q2 | $176K | Buy |
+16,290
| New | +$176K | 0.03% | 443 |
|