AWM
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AE Wealth Management’s TruBridge TBRG Stock Holding History

AE Wealth Management’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,724
Closed -$362K – 1283
2019
Q4 		$362K Buy
+13,724
New +$362K 0.01% 836