D.A. Davidson & Co’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
64,867
-2,246
| -3% | -$44.1K | 0.01% | 740 |
|
|
2025
Q1 | $1.2M | Buy |
67,113
+14,273
| +27% | +$256K | 0.01% | 706 |
|
|
2024
Q4 | $860K | Buy |
52,840
+2,292
| +5% | +$37.3K | 0.01% | 824 |
|
|
2024
Q3 | $901K | Sell |
50,548
-1,186
| -2% | -$21.1K | 0.01% | 795 |
|
|
2024
Q2 | $834K | Buy |
51,734
+2,385
| +5% | +$38.5K | 0.01% | 795 |
|
|
2024
Q1 | $798K | Buy |
49,349
+1,266
| +3% | +$20.5K | 0.01% | 809 |
|
|
2023
Q4 | $746K | Buy |
48,083
+26,815
| +126% | +$416K | 0.01% | 804 |
|
|
2023
Q3 | $311K | Buy |
21,268
+6,899
| +48% | +$101K | ﹤0.01% | 1074 |
|
|
2023
Q2 | $219K | Buy |
14,369
+968
| +7% | +$14.7K | ﹤0.01% | 1215 |
|
|
2023
Q1 | $209K | Buy |
+13,401
| New | +$209K | ﹤0.01% | 1219 |
|