TFO Wealth Partners’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-23
| Closed | -$183 | – | 721 |
|
|
2024
Q1 | $183 | Hold |
23
| – | – | ﹤0.01% | 513 |
|
|
2023
Q4 | $250 | Sell |
23
-25
| -52% | -$272 | ﹤0.01% | 577 |
|
|
2023
Q3 | $372 | Buy |
48
+25
| +109% | +$194 | ﹤0.01% | 559 |
|
|
2023
Q2 | $178 | Hold |
23
| – | – | ﹤0.01% | 540 |
|
|
2023
Q1 | $213 | Buy |
23
+20
| +667% | +$185 | ﹤0.01% | 456 |
|
|
2022
Q4 | $423 | Buy |
+3
| New | +$423 | ﹤0.01% | 504 |
|