Drive 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
2023 Q4	–	Sell	-15,451	Closed	-$134K	–	326
2023 Q3	$134K	Sell	15,451 -6,736	-30%	-$58.5K	0.05%	252
2023 Q2	$174K	Sell	22,187 -3,583	-14%	-$28.2K	0.06%	254
2023 Q1	$241K	Sell	25,770 -3,487	-12%	-$32.6K	0.1%	219
2022 Q4	$334K	Buy	+29,257	New	+$334K	0.17%	147