TWA
TCI Wealth Advisors’s TruBridge TBRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-171
| Closed | -$6K | – | 2537 |
|
2021
Q3 | $6K | Hold |
171
| – | – | ﹤0.01% | 1513 |
|
2021
Q2 | $6K | Hold |
171
| – | – | ﹤0.01% | 1358 |
|
2021
Q1 | $5K | Buy |
+171
| New | +$5K | ﹤0.01% | 1300 |
|
2020
Q4 | – | Sell |
-72
| Closed | -$2K | – | 1660 |
|
2020
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 1190 |
|
2020
Q2 | $2K | Sell |
72
-17
| -19% | -$472 | ﹤0.01% | 1139 |
|
2020
Q1 | $2K | Buy |
89
+17
| +24% | +$382 | ﹤0.01% | 1117 |
|
2019
Q4 | $2K | Hold |
72
| – | – | ﹤0.01% | 1227 |
|
2019
Q3 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 1166 |
|
2018
Q2 | – | Sell |
-55
| Closed | -$2K | – | 1613 |
|
2018
Q1 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1029 |
|
2017
Q3 | – | Sell |
-17
| Closed | -$1K | – | 1400 |
|
2017
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1241 |
|
2016
Q2 | – | Sell |
-11
| Closed | -$1K | – | 1390 |
|
2016
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1180 |
|