VNA
SERV

Valley National Advisers’s Serve Robotics SERV Stock Holding History

Valley National Advisers’s Portfolio SERV Stock Details SERV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$2K – 869
2025
Q1 		$2K Hold
500
– – ﹤0.01% 732
2024
Q4 		$6K Hold
500
– – ﹤0.01% 621
2024
Q3 		$3K Sell
500
-1,500
-75% -$9K ﹤0.01% 645
2024
Q2 		$3K Buy
+2,000
New +$3K ﹤0.01% 867