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

GW & Wade’s Portfolio VLY Stock Details VLY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$247K	Sell
2023 Q3	$197K	Buy
2023 Q2	$150K	Sell
2023 Q1	$226K	Hold
2022 Q4	$277K	Sell
2022 Q3	$270K	Hold
2022 Q2	$260K	Hold
2022 Q1	$325K	Sell
2021 Q4	$372K	Hold
2021 Q3	$360K	Hold
2021 Q2	$364K	Hold
2021 Q1	$372K	Sell
2020 Q4	$275K	Buy
2020 Q3	$189K	Hold
2020 Q2	$216K	Hold
2020 Q1	$202K	Hold
2019 Q4	$316K	Hold
2019 Q3	$300K	Hold
2019 Q2	$298K	Buy
2019 Q1	$234K	Hold
2018 Q4	$217K	Sell
2018 Q3	$280K	Hold
2018 Q2	$303K	Hold
2018 Q1	$311K	Hold
2017 Q4	$280K	Sell
2017 Q3	$307K	Hold
2017 Q2	$301K	Hold
2017 Q1	$300K	Buy