Valley National Advisers Inc Invesco S&P 500 Equal Weight E Transaction History

Valley National Advisers Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$153.84 - $169.37 $923 - $1,016	6 Added 35.29%	23 $3,000
Q4 2023 Jan 25, 2024	SELL	$133.66 - $158.41 $2,272 - $2,692	-17 Reduced 50.0%	17 $2,000
Q3 2023 Nov 13, 2023	SELL	$141.04 - $155.0 $15,655 - $17,205	-111 Reduced 76.55%	34 $5,000
Q4 2021 Feb 11, 2022	BUY	$150.88 - $163.01 $21,877 - $23,636	145 New	145 $24,000
Q3 2020 Nov 13, 2020	SELL	$100.38 - $113.96 $93,855 - $106,552	-935 Closed	0 $0
Q4 2018 Feb 25, 2019	BUY	$86.19 - $106.81 $80,587 - $99,867	935 New	935 $85,000

1,834

233M

2.45M

9.88M

Get notified when there are updates to the investment portfolio of Valley National Advisers Inc, based on Form 13F filings with the SEC.

Stay updated on Valley National Advisers Inc with notifications on news.