Kingsview Wealth Management’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-48,434
| Closed | -$504K | – | 885 |
|
|
2022
Q2 | $504K | Sell |
48,434
-300
| -0.6% | -$3.12K | 0.02% | 535 |
|
|
2022
Q1 | $635K | Buy |
48,734
+100
| +0.2% | +$1.3K | 0.03% | 520 |
|
|
2021
Q4 | $669K | Sell |
48,634
-487
| -1% | -$6.7K | 0.03% | 501 |
|
|
2021
Q3 | $654K | Buy |
49,121
+200
| +0.4% | +$2.66K | 0.03% | 485 |
|
|
2021
Q2 | $661K | Hold |
48,921
| – | – | 0.03% | 485 |
|
|
2021
Q1 | $675K | Sell |
48,921
-656
| -1% | -$9.05K | 0.04% | 446 |
|
|
2020
Q4 | $483K | Sell |
49,577
-231
| -0.5% | -$2.25K | 0.04% | 453 |
|
|
2020
Q3 | $341K | Hold |
49,808
| – | – | 0.03% | 448 |
|
|
2020
Q2 | $389K | Buy |
49,808
+2,485
| +5% | +$19.4K | 0.04% | 384 |
|
|
2020
Q1 | $346K | Buy |
47,323
+2,100
| +5% | +$15.4K | 0.05% | 316 |
|
|
2019
Q4 | $518K | Hold |
45,223
| – | – | 0.06% | 275 |
|
|
2019
Q3 | $492K | Hold |
45,223
| – | – | 0.08% | 256 |
|
|
2019
Q2 | $488K | Hold |
45,223
| – | – | 0.08% | 250 |
|
|
2019
Q1 | $433K | Hold |
45,223
| – | – | 0.07% | 288 |
|
|
2018
Q4 | $402K | Hold |
45,223
| – | – | 0.09% | 240 |
|
|
2018
Q3 | $509K | Buy |
45,223
+1,774
| +4% | +$20K | 0.1% | 220 |
|
|
2018
Q2 | $528K | Sell |
43,449
-1,687
| -4% | -$20.5K | 0.13% | 188 |
|
|
2018
Q1 | $562K | Hold |
45,136
| – | – | 0.14% | 189 |
|
|
2017
Q4 | $506K | Buy |
45,136
+5,136
| +13% | +$57.6K | 0.18% | 169 |
|
|
2017
Q3 | $482K | Hold |
40,000
| – | – | 0.21% | 143 |
|
|
2017
Q2 | $472K | Hold |
40,000
| – | – | 0.24% | 128 |
|
|
2017
Q1 | $472K | Buy |
+40,000
| New | +$472K | 0.28% | 125 |
|