Lenox 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,268
| Closed | -$14K | – | 684 |
|
2018
Q3 | $14K | Buy |
1,268
+243
| +24% | +$2.68K | ﹤0.01% | 371 |
|
2018
Q2 | $13K | Buy |
1,025
+242
| +31% | +$3.07K | ﹤0.01% | 338 |
|
2018
Q1 | $9K | Sell |
783
-317
| -29% | -$3.64K | ﹤0.01% | 364 |
|
2017
Q4 | $12K | Buy |
1,100
+115
| +12% | +$1.26K | ﹤0.01% | 371 |
|
2017
Q3 | $11K | Buy |
+985
| New | +$11K | ﹤0.01% | 387 |
|