TFA
Tranquilli Financial Advisor’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Sell |
2,064
-63
| -3% | -$22.4K | 0.45% | 53 |
|
|
2025
Q1 | $745K | Sell |
2,127
-50
| -2% | -$17.5K | 0.47% | 50 |
|
|
2024
Q4 | $688K | Sell |
2,177
-447
| -17% | -$141K | 0.44% | 54 |
|
|
2024
Q3 | $721K | Buy |
2,624
+11
| +0.4% | +$3.02K | 0.45% | 54 |
|
|
2024
Q2 | $688K | Sell |
2,613
-62
| -2% | -$16.3K | 0.46% | 53 |
|
|
2024
Q1 | $747K | Sell |
2,675
-242
| -8% | -$67.5K | 0.5% | 52 |
|
|
2023
Q4 | $759K | Buy |
2,917
+31
| +1% | +$8.07K | 0.54% | 41 |
|
|
2023
Q3 | $664K | Sell |
2,886
-75
| -3% | -$17.3K | 0.48% | 41 |
|
|
2023
Q2 | $703K | Buy |
2,961
+97
| +3% | +$23K | 0.5% | 41 |
|
|
2023
Q1 | $646K | Buy |
2,864
+155
| +6% | +$34.9K | 0.48% | 38 |
|
|
2022
Q4 | $563K | Buy |
2,709
+526
| +24% | +$109K | 0.43% | 40 |
|
|
2022
Q3 | $388K | Buy |
2,183
+353
| +19% | +$62.7K | 0.31% | 42 |
|
|
2022
Q2 | $360K | Buy |
1,830
+90
| +5% | +$17.7K | 0.28% | 42 |
|
|
2022
Q1 | $386K | Buy |
1,740
+203
| +13% | +$45K | 0.27% | 55 |
|
|
2021
Q4 | $333K | Buy |
1,537
+46
| +3% | +$9.97K | 0.23% | 66 |
|
|
2021
Q3 | $332K | Buy |
1,491
+44
| +3% | +$9.8K | 0.25% | 58 |
|
|
2021
Q2 | $338K | Buy |
1,447
+48
| +3% | +$11.2K | 0.25% | 57 |
|
|
2021
Q1 | $296K | Buy |
1,399
+144
| +11% | +$30.5K | 0.24% | 57 |
|
|
2020
Q4 | $275K | Buy |
+1,255
| New | +$275K | 0.25% | 59 |
|