LGWM
TBLD

Litman Gregory Wealth Management’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

Litman Gregory Wealth Management’s Portfolio TBLD Stock Details TBLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-422,825
Closed -$6.14M – 93
2022
Q2 		$6.14M Buy
422,825
+245,565
+139% +$3.56M 0.9% 21
2022
Q1 		$3.03M Buy
+177,260
New +$3.03M 0.44% 32