Janney Montgomery Scott’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 | $1.34M | Buy |
68,221
+3,990
| +6% | +$78.3K | ﹤0.01% | 1414 |
|
2025
Q1 | $1.15M | Buy |
64,231
+3,648
| +6% | +$65.4K | ﹤0.01% | 1454 |
|
2024
Q4 | $986K | Sell |
60,583
-418
| -0.7% | -$6.8K | ﹤0.01% | 1541 |
|
2024
Q3 | $1.09M | Buy |
61,001
+1,861
| +3% | +$33.2K | ﹤0.01% | 1460 |
|
2024
Q2 | $954K | Sell |
59,140
-1,157
| -2% | -$18.7K | ﹤0.01% | 1476 |
|
2024
Q1 | $975K | Buy |
60,297
+7,453
| +14% | +$121K | ﹤0.01% | 1540 |
|
2023
Q4 | $820K | Buy |
52,844
+1,037
| +2% | +$16.1K | ﹤0.01% | 1569 |
|
2023
Q3 | $756K | Buy |
51,807
+131
| +0.3% | +$1.91K | ﹤0.01% | 1498 |
|
2023
Q2 | $787K | Buy |
51,676
+5,132
| +11% | +$78.2K | ﹤0.01% | 1560 |
|
2023
Q1 | $727K | Buy |
46,544
+3,875
| +9% | +$60.5K | ﹤0.01% | 1516 |
|
2022
Q4 | $609K | Sell |
42,669
-18,628
| -30% | -$266K | ﹤0.01% | 1645 |
|
2022
Q3 | $781K | Sell |
61,297
-520
| -0.8% | -$6.63K | ﹤0.01% | 1432 |
|
2022
Q2 | $913K | Buy |
+61,817
| New | +$913K | ﹤0.01% | 1297 |
|
2022
Q1 | – | Sell |
-13,994
| Closed | -$261K | – | 2434 |
|
2021
Q4 | $261K | Buy |
+13,994
| New | +$261K | ﹤0.01% | 2080 |
|