Diversified Trust’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
Q3
Sell
-14,317
Closed -$99.9K 977
2024
Q2
$99.9K Buy
14,317
+1,435
+11% +$10K ﹤0.01% 830
2024
Q1
$103K Sell
12,882
-4,870
-27% -$38.8K ﹤0.01% 792
2023
Q4
$193K Buy
+17,752
New +$193K 0.01% 790