TFA
Tranquilli Financial Advisor’s Fiserv FI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
2,334
+591
| +34% | +$102K | 0.25% | 81 |
|
|
2025
Q1 | $385K | Buy |
1,743
+74
| +4% | +$16.3K | 0.24% | 72 |
|
|
2024
Q4 | $343K | Sell |
1,669
-16
| -0.9% | -$3.29K | 0.22% | 81 |
|
|
2024
Q3 | $303K | Sell |
1,685
-16
| -0.9% | -$2.87K | 0.19% | 87 |
|
|
2024
Q2 | $250K | Sell |
1,701
-53
| -3% | -$7.8K | 0.17% | 92 |
|
|
2024
Q1 | $280K | Buy |
+1,754
| New | +$280K | 0.19% | 88 |
|