IFP Advisors’s TruBridge TBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-63
| Closed | -$5K | – | 4485 |
|
|
2022
Q4 | $5K | Buy |
63
+40
| +174% | +$3.18K | ﹤0.01% | 3827 |
|
|
2022
Q3 | $4K | Buy |
23
+6
| +35% | +$1.04K | ﹤0.01% | 4168 |
|
|
2022
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 4045 |
|
|
2022
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 4045 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4690 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4488 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4357 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4162 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4002 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3821 |
|
|
2020
Q1 | – | Sell |
-244
| Closed | -$7K | – | 3721 |
|
|
2019
Q4 | $7K | Hold |
244
| – | – | ﹤0.01% | 2077 |
|
|
2019
Q3 | $5K | Buy |
+244
| New | +$5K | ﹤0.01% | 2353 |
|
|
2019
Q1 | – | Sell |
-244
| Closed | -$6K | – | 3483 |
|
|
2018
Q4 | $6K | Hold |
244
| – | – | ﹤0.01% | 2743 |
|
|
2018
Q3 | $7K | Buy |
+244
| New | +$7K | ﹤0.01% | 3043 |
|
|
2017
Q4 | – | Sell |
-500
| Closed | -$15K | – | 4084 |
|
|
2017
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 2766 |
|
|
2017
Q2 | $16K | Buy |
500
+200
| +67% | +$6.4K | ﹤0.01% | 2697 |
|
|
2017
Q1 | $8K | Sell |
300
-15
| -5% | -$400 | ﹤0.01% | 3033 |
|
|
2016
Q4 | $7K | Buy |
315
+300
| +2,000% | +$6.67K | ﹤0.01% | 3115 |
|
|
2016
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 4046 |
|
|
2016
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3693 |
|
|
2016
Q1 | – | Sell |
-15
| Closed | -$1K | – | 3506 |
|
|
2015
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3572 |
|