J.P. Morgan Private Wealth Advisors’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $159K | Buy |
18,581
+3,399
| +22% | +$29.1K | ﹤0.01% | 1652 |
|
|
2023
Q2 | $118K | Sell |
15,182
-1,563
| -9% | -$12.1K | ﹤0.01% | 1431 |
|
|
2023
Q1 | $155K | Sell |
16,745
-2,021
| -11% | -$18.7K | ﹤0.01% | 1863 |
|
|
2022
Q4 | $212K | Buy |
18,766
+778
| +4% | +$8.8K | ﹤0.01% | 1803 |
|
|
2022
Q3 | $194K | Sell |
17,988
-41
| -0.2% | -$442 | ﹤0.01% | 1819 |
|
|
2022
Q2 | $188K | Sell |
18,029
-189
| -1% | -$1.97K | ﹤0.01% | 1831 |
|
|
2022
Q1 | $237K | Buy |
18,218
+5,340
| +41% | +$69.5K | ﹤0.01% | 1848 |
|
|
2021
Q4 | $177K | Buy |
12,878
+64
| +0.5% | +$880 | ﹤0.01% | 1925 |
|
|
2021
Q3 | $171K | Buy |
12,814
+83
| +0.7% | +$1.11K | ﹤0.01% | 1881 |
|
|
2021
Q2 | $171K | Sell |
12,731
-213
| -2% | -$2.86K | ﹤0.01% | 1849 |
|
|
2021
Q1 | $178K | Sell |
12,944
-2,736
| -17% | -$37.6K | ﹤0.01% | 1702 |
|
|
2020
Q4 | $153K | Sell |
15,680
-7,362
| -32% | -$71.8K | ﹤0.01% | 1664 |
|
|
2020
Q3 | $158K | Buy |
23,042
+8,752
| +61% | +$60K | ﹤0.01% | 1540 |
|
|
2020
Q2 | $112K | Sell |
14,290
-1,000
| -7% | -$7.84K | ﹤0.01% | 1507 |
|
|
2020
Q1 | $112K | Sell |
15,290
-1,000
| -6% | -$7.33K | ﹤0.01% | 1356 |
|
|
2019
Q4 | $187K | Buy |
16,290
+3,000
| +23% | +$34.4K | ﹤0.01% | 1411 |
|
|
2019
Q3 | $144K | Sell |
13,290
-14,284
| -52% | -$155K | ﹤0.01% | 1377 |
|
|
2019
Q2 | $297K | Buy |
+27,574
| New | +$297K | ﹤0.01% | 1155 |
|
|
2019
Q1 | – | Sell |
-28,510
| Closed | -$253K | – | 1512 |
|
|
2018
Q4 | $253K | Sell |
28,510
-34
| -0.1% | -$302 | ﹤0.01% | 1245 |
|
|
2018
Q3 | $321K | Hold |
28,544
| – | – | ﹤0.01% | 1258 |
|
|
2018
Q2 | $347K | Buy |
28,544
+900
| +3% | +$10.9K | ﹤0.01% | 1149 |
|
|
2018
Q1 | $344K | Sell |
27,644
-999
| -3% | -$12.4K | ﹤0.01% | 1001 |
|
|
2017
Q4 | $321K | Buy |
28,643
+430
| +2% | +$4.82K | ﹤0.01% | 1031 |
|
|
2017
Q3 | $340K | Buy |
28,213
+13,149
| +87% | +$158K | ﹤0.01% | 983 |
|
|
2017
Q2 | $178K | Buy |
15,064
+394
| +3% | +$4.66K | ﹤0.01% | 1162 |
|
|
2017
Q1 | $173K | Sell |
14,670
-7,941
| -35% | -$93.6K | ﹤0.01% | 1261 |
|
|
2016
Q4 | $263K | Buy |
22,611
+8,269
| +58% | +$96.2K | ﹤0.01% | 1058 |
|
|
2016
Q3 | $140K | Buy |
14,342
+229
| +2% | +$2.24K | ﹤0.01% | 1174 |
|
|
2016
Q2 | $129K | Sell |
14,113
-25
| -0.2% | -$229 | ﹤0.01% | 1198 |
|
|
2016
Q1 | $135K | Sell |
14,138
-86
| -0.6% | -$821 | ﹤0.01% | 1120 |
|
|
2015
Q4 | $140K | Hold |
14,224
| – | – | ﹤0.01% | 1057 |
|
|
2015
Q3 | $140K | Sell |
14,224
-1,138
| -7% | -$11.2K | ﹤0.01% | 968 |
|
|
2015
Q2 | $158K | Buy |
15,362
+227
| +1% | +$2.34K | ﹤0.01% | 994 |
|
|
2015
Q1 | $143K | Sell |
15,135
-510
| -3% | -$4.82K | ﹤0.01% | 1072 |
|
|
2014
Q4 | $152K | Buy |
15,645
+170
| +1% | +$1.65K | ﹤0.01% | 1027 |
|
|
2014
Q3 | $150K | Hold |
15,475
| – | – | ﹤0.01% | 1012 |
|
|
2014
Q2 | $153K | Sell |
15,475
-2,127
| -12% | -$21K | ﹤0.01% | 849 |
|
|
2014
Q1 | $184K | Sell |
17,602
-24,556
| -58% | -$257K | ﹤0.01% | 821 |
|
|
2013
Q4 | $427K | Sell |
42,158
-18,963
| -31% | -$192K | 0.01% | 479 |
|
|
2013
Q3 | $608K | Buy |
61,121
+729
| +1% | +$7.25K | 0.01% | 398 |
|
|
2013
Q2 | $572K | Buy |
+60,392
| New | +$572K | 0.01% | 397 |
|