LWA
Ledgewood Wealth Advisors’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
12,617
| – | – | 0.07% | 66 |
|
|
2025
Q1 | $112K | Hold |
12,617
| – | – | 0.07% | 66 |
|
|
2024
Q4 | $114K | Hold |
12,617
| – | – | 0.07% | 66 |
|
|
2024
Q3 | $114K | Buy |
+12,617
| New | +$114K | 0.08% | 69 |
|
|
2024
Q1 | – | Sell |
-10,715
| Closed | -$116K | – | 63 |
|
|
2023
Q4 | $116K | Buy |
+10,715
| New | +$116K | 0.11% | 56 |
|