Carson Wealth (CWM LLC)’s TruBridge TBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 4945 |
|
|
2025
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 4831 |
|
|
2024
Q4 | $1K | Hold |
66
| – | – | ﹤0.01% | 4846 |
|
|
2024
Q3 | $1K | Sell |
66
-647
| -91% | -$9.8K | ﹤0.01% | 4752 |
|
|
2024
Q2 | $7K | Sell |
713
-171
| -19% | -$1.68K | ﹤0.01% | 3739 |
|
|
2024
Q1 | $8K | Buy |
884
+345
| +64% | +$3.12K | ﹤0.01% | 3479 |
|
|
2023
Q4 | $6K | Sell |
539
-344
| -39% | -$3.83K | ﹤0.01% | 3465 |
|
|
2023
Q3 | $14K | Buy |
883
+874
| +9,711% | +$13.9K | ﹤0.01% | 2947 |
|
|
2023
Q2 | $0 | Sell |
9
-130
| -94% | – | ﹤0.01% | 4479 |
|
|
2023
Q1 | $4K | Buy |
139
+95
| +216% | +$2.73K | ﹤0.01% | 3439 |
|
|
2022
Q4 | $1K | Buy |
44
+7
| +19% | +$159 | ﹤0.01% | 3869 |
|
|
2022
Q3 | $1K | Buy |
37
+13
| +54% | +$351 | ﹤0.01% | 3789 |
|
|
2022
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 3664 |
|