Darwin Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,562
| Closed | -$102K | – | 185 |
|
|
2020
Q4 | $102K | Sell |
10,562
-5,746
| -35% | -$55.5K | 0.02% | 161 |
|
|
2020
Q3 | $111K | Buy |
16,308
+227
| +1% | +$1.55K | 0.02% | 151 |
|
|
2020
Q2 | $125K | Buy |
16,081
+244
| +2% | +$1.9K | 0.03% | 155 |
|
|
2020
Q1 | $115K | Buy |
15,837
+249
| +2% | +$1.81K | 0.04% | 167 |
|
|
2019
Q4 | $178K | Sell |
15,588
-2,813
| -15% | -$32.1K | 0.05% | 156 |
|
|
2019
Q3 | $200K | Hold |
18,401
| – | – | 0.06% | 142 |
|
|
2019
Q2 | $198K | Sell |
18,401
-18,001
| -49% | -$194K | 0.06% | 145 |
|
|
2019
Q1 | $349K | Buy |
+36,402
| New | +$349K | 0.12% | 111 |
|
|
2018
Q4 | – | Sell |
-36,002
| Closed | -$405K | – | 128 |
|
|
2018
Q3 | $405K | Hold |
36,002
| – | – | 0.23% | 75 |
|
|
2018
Q2 | $438K | Hold |
36,002
| – | – | 0.28% | 71 |
|
|
2018
Q1 | $449K | Buy |
+36,002
| New | +$449K | 0.33% | 70 |
|