Financial Architects (New Jersey)’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-292
| Closed | -$4K | – | 1455 |
|
|
2017
Q3 | $4K | Hold |
292
| – | – | ﹤0.01% | 1234 |
|
|
2017
Q2 | $3K | Hold |
292
| – | – | ﹤0.01% | 1278 |
|
|
2017
Q1 | $3K | Hold |
292
| – | – | ﹤0.01% | 1299 |
|
|
2016
Q4 | $3K | Hold |
292
| – | – | ﹤0.01% | 1230 |
|
|
2016
Q3 | $3K | Hold |
292
| – | – | ﹤0.01% | 1239 |
|
|
2016
Q2 | $3K | Hold |
292
| – | – | ﹤0.01% | 1211 |
|
|
2016
Q1 | $3K | Buy |
+292
| New | +$3K | ﹤0.01% | 968 |
|
|
2015
Q3 | – | Sell |
-292
| Closed | -$3K | – | 878 |
|
|
2015
Q2 | $3K | Buy |
+292
| New | +$3K | ﹤0.01% | 1032 |
|
|
2015
Q1 | – | Sell |
-292
| Closed | -$3K | – | 1020 |
|
|
2014
Q4 | $3K | Sell |
292
-1,214
| -81% | -$12.5K | ﹤0.01% | 889 |
|
|
2014
Q3 | $15K | Hold |
1,506
| – | – | 0.01% | 526 |
|
|
2014
Q2 | $15K | Buy |
+1,506
| New | +$15K | 0.01% | 554 |
|
|
2013
Q4 | – | Sell |
-1,506
| Closed | -$15K | – | 557 |
|
|
2013
Q3 | $15K | Hold |
1,506
| – | – | 0.01% | 432 |
|
|
2013
Q2 | $14K | Buy |
+1,506
| New | +$14K | 0.01% | 422 |
|