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Tranquilli Financial Advisor’s Salesforce CRM Stock Holding History

Tranquilli Financial Advisor’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$206K Buy
+756
New +$206K 0.13% 108
2025
Q1 		– Sell
-720
Closed -$241K – 113
2024
Q4 		$241K Buy
+720
New +$241K 0.15% 95