Blue Bell Private Wealth Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
26,846
-5,100
| -16% | -$100K | 0.09% | 132 |
|
|
2025
Q1 | $573K | Sell |
31,946
-734
| -2% | -$13.2K | 0.11% | 117 |
|
|
2024
Q4 | $532K | Buy |
32,680
+2,918
| +10% | +$47.5K | 0.1% | 122 |
|
|
2024
Q3 | $530K | Buy |
29,762
+13,554
| +84% | +$242K | 0.1% | 121 |
|
|
2024
Q2 | $261K | Buy |
16,208
+12,260
| +311% | +$198K | 0.05% | 169 |
|
|
2024
Q1 | $63.8K | Buy |
+3,948
| New | +$63.8K | 0.01% | 320 |
|