Carson Wealth (CWM LLC)’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 | $0 | Hold |
9
| – | – | ﹤0.01% | 5298 |
|
2025
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 5195 |
|
2024
Q4 | $0 | Sell |
9
-1,777
| -99% | – | ﹤0.01% | 5158 |
|
2024
Q3 | $32K | Buy |
+1,786
| New | +$32K | ﹤0.01% | 3057 |
|
2024
Q1 | – | Sell |
-841
| Closed | -$13K | – | 4728 |
|
2023
Q4 | $13K | Buy |
+841
| New | +$13K | ﹤0.01% | 3049 |
|