Lokken Investment Group’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $925K | Buy |
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|
2025
Q2 | $862K | Sell |
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|
2025
Q1 | $927K | Buy |
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|
2024
Q4 | $806K | Buy |
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|
2024
Q3 | $879K | Buy |
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|
2024
Q2 | $795K | Buy |
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|
2024
Q1 | $785K | Buy |
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|
2023
Q4 | $682K | Buy |
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|
2023
Q3 | $622K | Buy |
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|
2023
Q2 | $624K | Sell |
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|
2023
Q1 | $659K | Sell |
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|
2022
Q4 | $619K | Buy |
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