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Spire Wealth Management’s TruBridge TBRG Stock Holding History

Spire 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
2025
Q1 		– Sell
-1,156
Closed -$22.8K – 2589
2024
Q4 		$22.8K Sell
1,156
-661
-36% -$13K ﹤0.01% 1579
2024
Q3 		$21.7K Sell
1,817
-403
-18% -$4.82K ﹤0.01% 1416
2024
Q2 		$22.2K Buy
+2,220
New +$22.2K ﹤0.01% 1410