GW & Wade’s Valley National Bancorp VLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$247K	Sell	22,719 -300	-1%	-$3.26K	0.01%	368
2023 Q3	$197K	Buy	23,019 +3,658	+19%	+$31.3K	0.01%	388
2023 Q2	$150K	Sell	19,361 -5,103	-21%	-$39.5K	0.01%	374
2023 Q1	$226K	Hold	24,464	–	–	0.01%	345
2022 Q4	$277K	Sell	24,464 -502	-2%	-$5.68K	0.01%	326
2022 Q3	$270K	Hold	24,966	–	–	0.01%	312
2022 Q2	$260K	Hold	24,966	–	–	0.01%	325
2022 Q1	$325K	Sell	24,966 -2,115	-8%	-$27.5K	0.01%	295
2021 Q4	$372K	Hold	27,081	–	–	0.02%	283
2021 Q3	$360K	Hold	27,081	–	–	0.02%	282
2021 Q2	$364K	Hold	27,081	–	–	0.02%	284
2021 Q1	$372K	Sell	27,081 -1,147	-4%	-$15.8K	0.02%	257
2020 Q4	$275K	Buy	28,228 +591	+2%	+$5.76K	0.02%	253
2020 Q3	$189K	Hold	27,637	–	–	0.01%	232
2020 Q2	$216K	Hold	27,637	–	–	0.02%	226
2020 Q1	$202K	Hold	27,637	–	–	0.02%	209
2019 Q4	$316K	Hold	27,637	–	–	0.02%	192
2019 Q3	$300K	Hold	27,637	–	–	0.03%	189
2019 Q2	$298K	Buy	27,637 +3,195	+13%	+$34.5K	0.03%	191
2019 Q1	$234K	Hold	24,442	–	–	0.02%	207
2018 Q4	$217K	Sell	24,442 -484	-2%	-$4.3K	0.02%	207
2018 Q3	$280K	Hold	24,926	–	–	0.03%	198
2018 Q2	$303K	Hold	24,926	–	–	0.03%	185
2018 Q1	$311K	Hold	24,926	–	–	0.04%	177
2017 Q4	$280K	Sell	24,926 -535	-2%	-$6.01K	0.03%	182
2017 Q3	$307K	Hold	25,461	–	–	0.04%	191
2017 Q2	$301K	Hold	25,461	–	–	0.04%	187
2017 Q1	$300K	Buy	+25,461	New	+$300K	0.04%	189