WealthPLAN 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
2023
Q1
Sell
-22,964
Closed -$283K 1330
2022
Q4
$283K Buy
+22,964
New +$283K 0.02% 326
2022
Q1
$275K Buy
+22,964
New +$275K 0.02% 329