TFA
Tranquilli Financial Advisor’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
6,645
-100
| -1% | -$9.11K | 0.37% | 65 |
|
|
2025
Q1 | $566K | Sell |
6,745
-3,276
| -33% | -$275K | 0.36% | 61 |
|
|
2024
Q4 | $770K | Sell |
10,021
-73
| -0.7% | -$5.61K | 0.49% | 48 |
|
|
2024
Q3 | $725K | Buy |
10,094
+5
| +0% | +$359 | 0.45% | 53 |
|
|
2024
Q2 | $606K | Buy |
10,089
+50
| +0.5% | +$3.01K | 0.41% | 61 |
|
|
2024
Q1 | $578K | Buy |
10,039
+1,022
| +11% | +$58.9K | 0.39% | 59 |
|
|
2023
Q4 | $469K | Sell |
9,017
-30
| -0.3% | -$1.56K | 0.33% | 60 |
|
|
2023
Q3 | $386K | Buy |
9,047
+37
| +0.4% | +$1.58K | 0.28% | 68 |
|
|
2023
Q2 | $401K | Buy |
9,010
+32
| +0.4% | +$1.43K | 0.28% | 63 |
|
|
2023
Q1 | $408K | Buy |
8,978
+446
| +5% | +$20.3K | 0.31% | 59 |
|
|
2022
Q4 | $388K | Buy |
8,532
+1,240
| +17% | +$56.4K | 0.29% | 58 |
|
|
2022
Q3 | $281K | Buy |
7,292
+929
| +15% | +$35.8K | 0.22% | 55 |
|
|
2022
Q2 | $265K | Buy |
6,363
+131
| +2% | +$5.46K | 0.2% | 56 |
|
|
2022
Q1 | $309K | Sell |
6,232
-43
| -0.7% | -$2.13K | 0.22% | 66 |
|
|
2021
Q4 | $364K | Hold |
6,275
| – | – | 0.25% | 59 |
|
|
2021
Q3 | $325K | Buy |
6,275
+77
| +1% | +$3.99K | 0.24% | 59 |
|
|
2021
Q2 | $318K | Buy |
6,198
+6
| +0.1% | +$308 | 0.24% | 58 |
|
|
2021
Q1 | $293K | Buy |
+6,192
| New | +$293K | 0.24% | 58 |
|