Glassman Wealth Services Valley National Bancorp Transaction History

Glassman Wealth Services

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$7.71 - $11.1 $169 - $244	-22 Reduced 8.59%	234 $2,000
Q2 2023 Aug 08, 2023	BUY	$6.59 - $9.38 $599 - $853	91 Added 55.15%	256 $1,000
Q2 2020 Aug 06, 2020	SELL	$6.29 - $9.6 $1,729 - $2,640	-275 Reduced 62.5%	165 $1,000
Q1 2020 May 12, 2020	BUY	$6.37 - $11.46 $522 - $939	82 Added 22.91%	440 $3,000
Q2 2019 Aug 08, 2019	BUY	$9.75 - $10.78 $78 - $86	8 Added 2.29%	358 $4,000
Q1 2019 May 10, 2019	BUY	$9.0 - $10.73 $2,133 - $2,543	237 Added 209.73%	350 $3,000
Q4 2018 Feb 06, 2019	BUY	$8.45 - $11.51 $84 - $115	10 Added 9.71%	113 $1,000
Q3 2018 Nov 13, 2018	SELL	$11.25 - $13.04 $202 - $234	-18 Reduced 14.88%	103 $1,000
Q2 2018 Aug 09, 2018	BUY	$11.91 - $13.26 $797 - $888	67 Added 124.07%	121 $1,000
Q1 2018 May 01, 2018	BUY	$11.25 - $13.28 $360 - $424	32 Added 145.45%	54 $1,000
Q4 2017 Feb 06, 2018	BUY	$11.0 - $12.17 $242 - $267	22	22 $0

404

327M

2.99M

5.91M

Ticker VLY
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 506,351,008
Market Cap $4.96B
Description
Valley National Bancorp operates as the holding company for Valley National Bank that provides various commercial, retail, insurance, and wealth management financial services products. It operates through Commercial Lending, Consumer Lending, and Investment Management segments. The company offers non-interest bearing, savings, NOW, money market,...

Get notified when there are updates to the investment portfolio of Glassman Wealth Services, based on Form 13F filings with the SEC.

Stay updated on Glassman Wealth Services with notifications on news.