Fiduciary Planning’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 Q2	–	Sell	-5,709	Closed	-$78K	–	260
2021 Q1	$78K	Buy	5,709 +65	+1%	+$888	0.12%	61
2020 Q4	$55K	Buy	5,644 +89	+2%	+$867	0.08%	78
2020 Q3	$38K	Buy	+5,555	New	+$38K	0.06%	71