Pinnacle Wealth Management Advisory Group’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,902
| Closed | -$119K | – | 346 |
|
|
2023
Q1 | $119K | Hold |
12,902
| – | – | 0.02% | 308 |
|
|
2022
Q4 | $146K | Hold |
12,902
| – | – | 0.02% | 284 |
|
|
2022
Q3 | $139K | Buy |
12,902
+637
| +5% | +$6.86K | 0.02% | 266 |
|
|
2022
Q2 | $128K | Hold |
12,265
| – | – | 0.02% | 276 |
|
|
2022
Q1 | $160K | Hold |
12,265
| – | – | 0.02% | 269 |
|
|
2021
Q4 | $169K | Buy |
+12,265
| New | +$169K | 0.03% | 259 |
|