KFA
Kelleher Financial Advisors’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-111,669
| Closed | -$1.15M | – | 122 |
|
|
2015
Q2 | $1.15M | Sell |
111,669
-500
| -0.4% | -$5.15K | 0.66% | 43 |
|
|
2015
Q1 | $1.06M | Sell |
112,169
-2,731
| -2% | -$25.8K | 0.58% | 48 |
|
|
2014
Q4 | $1.12M | Buy |
114,900
+400
| +0.3% | +$3.88K | 0.6% | 46 |
|
|
2014
Q3 | $1.14M | Sell |
114,500
-2,000
| -2% | -$19.9K | 0.62% | 49 |
|
|
2014
Q2 | $1.16M | Hold |
116,500
| – | – | 0.6% | 46 |
|
|
2014
Q1 | $1.21M | Buy |
116,500
+800
| +0.7% | +$8.32K | 0.66% | 41 |
|
|
2013
Q4 | $1.17M | Buy |
115,700
+1,000
| +0.9% | +$10.1K | 0.61% | 44 |
|
|
2013
Q3 | $1.14M | Buy |
+114,700
| New | +$1.14M | 0.65% | 45 |
|