KCFA
Key Client Fiduciary Advisors’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,722
| Closed | -$135K | – | 175 |
|
|
2023
Q3 | $135K | Sell |
15,722
-5,459
| -26% | -$46.7K | 0.08% | 162 |
|
|
2023
Q2 | $164K | Sell |
21,181
-7,766
| -27% | -$60.2K | 0.1% | 168 |
|
|
2023
Q1 | $267K | Buy |
28,947
+6
| +0% | +$55 | 0.17% | 132 |
|
|
2022
Q4 | $327K | Buy |
+28,941
| New | +$327K | 0.22% | 104 |
|