Foresight 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
Q4 | – | Sell |
-71,297
| Closed | -$770K | – | 99 |
|
|
2022
Q3 | $770K | Buy |
71,297
+4,284
| +6% | +$46.3K | 0.18% | 50 |
|
|
2022
Q2 | $698K | Buy |
67,013
+5,246
| +8% | +$54.6K | 0.14% | 59 |
|
|
2022
Q1 | $804K | Buy |
61,767
+10,147
| +20% | +$132K | 0.15% | 56 |
|
|
2021
Q4 | $710K | Buy |
51,620
+947
| +2% | +$13K | 0.01% | 54 |
|
|
2021
Q3 | $674K | Sell |
50,673
-5,043
| -9% | -$67.1K | 0.14% | 55 |
|
|
2021
Q2 | $748K | Buy |
55,716
+4,833
| +9% | +$64.9K | 0.17% | 59 |
|
|
2021
Q1 | $699K | Buy |
50,883
+7,965
| +19% | +$109K | 0.18% | 54 |
|
|
2020
Q4 | $418K | Buy |
42,918
+21,200
| +98% | +$206K | 0.11% | 73 |
|
|
2020
Q3 | $149K | Buy |
+21,718
| New | +$149K | 0.05% | 85 |
|