LWM
LBA Wealth Management’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,667
| Closed | -$25K | – | 334 |
|
|
2015
Q1 | $25K | Hold |
2,667
| – | – | 0.02% | 200 |
|
|
2014
Q4 | $26K | Hold |
2,667
| – | – | 0.02% | 193 |
|
|
2014
Q3 | $26K | Sell |
2,667
-4,185
| -61% | -$40.8K | 0.02% | 208 |
|
|
2014
Q2 | $68K | Hold |
6,852
| – | – | 0.06% | 152 |
|
|
2014
Q1 | $71K | Sell |
6,852
-2,500
| -27% | -$25.9K | 0.06% | 148 |
|
|
2013
Q4 | $95K | Buy |
+9,352
| New | +$95K | 0.08% | 133 |
|