Wealthspire Advisors (Maryland)’s Valley National Bancorp VLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-481
| Closed | -$5K | – | 2030 |
|
|
2019
Q1 | $5K | Buy |
481
+93
| +24% | +$967 | ﹤0.01% | 1853 |
|
|
2018
Q4 | $3K | Sell |
388
-65
| -14% | -$503 | ﹤0.01% | 2001 |
|
|
2018
Q3 | $5K | Sell |
453
-14
| -3% | -$155 | ﹤0.01% | 1831 |
|
|
2018
Q2 | $6K | Buy |
467
+13
| +3% | +$167 | ﹤0.01% | 1741 |
|
|
2018
Q1 | $6K | Buy |
454
+1
| +0.2% | +$13 | ﹤0.01% | 1765 |
|
|
2017
Q4 | $5K | Buy |
453
+375
| +481% | +$4.14K | ﹤0.01% | 1854 |
|
|
2017
Q3 | $1K | Sell |
78
-50
| -39% | -$641 | ﹤0.01% | 2153 |
|
|
2017
Q2 | $2K | Hold |
128
| – | – | ﹤0.01% | 2017 |
|
|
2017
Q1 | $2K | Buy |
128
+61
| +91% | +$953 | ﹤0.01% | 1724 |
|
|
2016
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 1685 |
|
|
2016
Q3 | $1K | Sell |
67
-35
| -34% | -$522 | ﹤0.01% | 1665 |
|
|
2016
Q2 | $1K | Hold |
102
| – | – | ﹤0.01% | 1635 |
|
|
2016
Q1 | $1K | Buy |
102
+67
| +191% | +$657 | ﹤0.01% | 1680 |
|
|
2015
Q4 | $0 | Buy |
+35
| New | – | ﹤0.01% | 1778 |
|