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CM Wealth Advisors’s Valley National Bancorp VLY Stock Holding History

CM Wealth Advisors’s Portfolio VLY Stock Details VLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-27,632
Closed -$237K – 421
2023
Q1 		$237K Buy
+27,632
New +$237K 0.05% 350