Regal Investment Advisors’s TruBridge TBRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-172
| Closed | -$10K | – | 1013 |
|
2014
Q3 | $10K | Hold |
172
| – | – | ﹤0.01% | 697 |
|
2014
Q2 | $11K | Sell |
172
-33,547
| -99% | -$2.15M | ﹤0.01% | 660 |
|
2014
Q1 | $2.18M | Buy |
33,719
+9,470
| +39% | +$612K | 0.92% | 27 |
|
2013
Q4 | $1.5M | Buy |
24,249
+4,068
| +20% | +$251K | 0.86% | 34 |
|
2013
Q3 | $1.18M | Sell |
20,181
-1,107
| -5% | -$64.8K | 0.69% | 47 |
|
2013
Q2 | $1.05M | Buy |
+21,288
| New | +$1.05M | 0.58% | 51 |
|