Gideon Capital Advisors’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,159
| Closed | -$148K | – | 471 |
|
|
2017
Q4 | $148K | Sell |
13,159
-5,623
| -30% | -$63.2K | 0.13% | 281 |
|
|
2017
Q3 | $226K | Buy |
+18,782
| New | +$226K | 0.22% | 229 |
|
|
2017
Q2 | – | Sell |
-27,051
| Closed | -$319K | – | 408 |
|
|
2017
Q1 | $319K | Buy |
27,051
+5,460
| +25% | +$64.4K | 0.19% | 230 |
|
|
2016
Q4 | $252K | Buy |
+21,591
| New | +$252K | 0.16% | 310 |
|