Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-27,310
| Closed | -$376K | – | 258 |
|
|
2021
Q4 | $376K | Sell |
27,310
-3,400
| -11% | -$46.8K | 0.03% | 164 |
|
|
2021
Q3 | $409K | Hold |
30,710
| – | – | 0.03% | 154 |
|
|
2021
Q2 | $412K | Hold |
30,710
| – | – | 0.03% | 155 |
|
|
2021
Q1 | $422K | Hold |
30,710
| – | – | 0.04% | 152 |
|
|
2020
Q4 | $299K | Hold |
30,710
| – | – | 0.03% | 167 |
|
|
2020
Q3 | $210K | Hold |
30,710
| – | – | 0.02% | 175 |
|
|
2020
Q2 | $240K | Sell |
30,710
-2,500
| -8% | -$19.5K | 0.03% | 159 |
|
|
2020
Q1 | $243K | Buy |
+33,210
| New | +$243K | 0.04% | 156 |
|