Glassman Wealth Services’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-234
| Closed | -$2.54K | – | 1769 |
|
|
2023
Q4 | $2.54K | Sell |
234
-22
| -9% | -$239 | ﹤0.01% | 1276 |
|
|
2023
Q3 | $2.19K | Hold |
256
| – | – | ﹤0.01% | 1305 |
|
|
2023
Q2 | $1.98K | Buy |
256
+91
| +55% | +$705 | ﹤0.01% | 1248 |
|
|
2023
Q1 | $1.53K | Hold |
165
| – | – | ﹤0.01% | 1319 |
|
|
2022
Q4 | $1.87K | Hold |
165
| – | – | ﹤0.01% | 1275 |
|
|
2022
Q3 | $2K | Hold |
165
| – | – | ﹤0.01% | 1275 |
|
|
2022
Q2 | $2K | Hold |
165
| – | – | ﹤0.01% | 1299 |
|
|
2022
Q1 | $2K | Hold |
165
| – | – | ﹤0.01% | 1279 |
|
|
2021
Q4 | $2K | Hold |
165
| – | – | ﹤0.01% | 1255 |
|
|
2021
Q3 | $2K | Hold |
165
| – | – | ﹤0.01% | 1234 |
|
|
2021
Q2 | $2K | Hold |
165
| – | – | ﹤0.01% | 1192 |
|
|
2021
Q1 | $2K | Hold |
165
| – | – | ﹤0.01% | 1150 |
|
|
2020
Q4 | $2K | Hold |
165
| – | – | ﹤0.01% | 1113 |
|
|
2020
Q3 | $1K | Hold |
165
| – | – | ﹤0.01% | 1253 |
|
|
2020
Q2 | $1K | Sell |
165
-275
| -63% | -$1.67K | ﹤0.01% | 1129 |
|
|
2020
Q1 | $3K | Buy |
440
+82
| +23% | +$559 | ﹤0.01% | 647 |
|
|
2019
Q4 | $4K | Hold |
358
| – | – | ﹤0.01% | 639 |
|
|
2019
Q3 | $4K | Hold |
358
| – | – | ﹤0.01% | 589 |
|
|
2019
Q2 | $4K | Buy |
358
+8
| +2% | +$89 | ﹤0.01% | 610 |
|
|
2019
Q1 | $3K | Buy |
350
+237
| +210% | +$2.03K | ﹤0.01% | 652 |
|
|
2018
Q4 | $1K | Buy |
113
+10
| +10% | +$88 | ﹤0.01% | 701 |
|
|
2018
Q3 | $1K | Sell |
103
-18
| -15% | -$175 | ﹤0.01% | 751 |
|
|
2018
Q2 | $1K | Buy |
121
+67
| +124% | +$554 | ﹤0.01% | 737 |
|
|
2018
Q1 | $1K | Buy |
54
+32
| +145% | +$593 | ﹤0.01% | 676 |
|
|
2017
Q4 | $0 | Buy |
+22
| New | – | ﹤0.01% | 799 |
|