Dynamic Advisor Solutions’s TruBridge TBRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-32,435
Closed -$324K 1013
2024
Q2
$324K Buy
32,435
+3,335
+11% +$33.4K 0.01% 738
2024
Q1
$268K Buy
29,100
+6,305
+28% +$58.1K 0.01% 788
2023
Q4
$228K Buy
+22,795
New +$228K 0.01% 797