TWA
TCI Wealth Advisors’s Valley National Bancorp VLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,251
| Closed | -$20.8K | – | 2173 |
|
|
2023
Q1 | $20.8K | Sell |
2,251
-6
| -0.3% | -$55 | ﹤0.01% | 684 |
|
|
2022
Q4 | $25.5K | Sell |
2,257
-55
| -2% | -$622 | ﹤0.01% | 597 |
|
|
2022
Q3 | $25K | Sell |
2,312
-820
| -26% | -$8.87K | ﹤0.01% | 571 |
|
|
2022
Q2 | $33K | Buy |
3,132
+869
| +38% | +$9.16K | 0.01% | 481 |
|
|
2022
Q1 | $29K | Hold |
2,263
| – | – | ﹤0.01% | 552 |
|
|
2021
Q4 | $31K | Buy |
2,263
+505
| +29% | +$6.92K | ﹤0.01% | 534 |
|
|
2021
Q3 | $23K | Buy |
1,758
+642
| +58% | +$8.4K | ﹤0.01% | 623 |
|
|
2021
Q2 | $15K | Hold |
1,116
| – | – | ﹤0.01% | 714 |
|
|
2021
Q1 | $15K | Buy |
+1,116
| New | +$15K | 0.01% | 655 |
|
|
2020
Q1 | – | Sell |
-38
| Closed | – | – | 1765 |
|
|
2019
Q4 | $0 | Hold |
38
| – | – | ﹤0.01% | 1683 |
|
|
2019
Q3 | $0 | Buy |
+38
| New | – | ﹤0.01% | 1634 |
|
|
2016
Q3 | – | Sell |
-52
| Closed | – | – | 1411 |
|
|
2016
Q2 | $0 | Hold |
52
| – | – | ﹤0.01% | 1379 |
|
|
2016
Q1 | $0 | Hold |
52
| – | – | ﹤0.01% | 1418 |
|
|
2015
Q4 | $1K | Sell |
52
-15
| -22% | -$288 | ﹤0.01% | 974 |
|
|
2015
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 924 |
|
|
2015
Q2 | $1K | Hold |
67
| – | – | ﹤0.01% | 914 |
|
|
2015
Q1 | $1K | Hold |
67
| – | – | ﹤0.01% | 835 |
|
|
2014
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 836 |
|
|
2014
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 838 |
|
|
2014
Q2 | $1K | Hold |
67
| – | – | ﹤0.01% | 854 |
|
|
2014
Q1 | $1K | Hold |
67
| – | – | ﹤0.01% | 826 |
|
|
2013
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 810 |
|
|
2013
Q3 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 731 |
|