Valley National Ban shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Valley National Ban (VLY) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Valley National Ban
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All positions including Valley National Ban held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $253k | 28k | 9.06 |
2024-09-30 | $253k | 28k | 9.06 |
2024-06-30 | $195k | 28k | 6.98 |
2024-03-31 | $222k | 28k | 7.96 |
2023-12-31 | $303k | 28k | 10.86 |
2023-09-30 | $239k | 28k | 8.56 |
2023-06-30 | $216k | 28k | 7.75 |
2023-03-31 | $258k | 28k | 9.24 |
2022-12-31 | $641k | 57k | 11.31 |
2022-09-30 | $613k | 57k | 10.81 |
2022-06-30 | $590k | 57k | 10.40 |
2022-03-31 | $738k | 57k | 13.01 |
2021-12-31 | $780k | 57k | 13.75 |
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