Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,834
| Closed | -$207K | – | 725 |
|
|
2024
Q2 | $207K | Sell |
12,834
-2,714
| -17% | -$43.8K | 0.04% | 388 |
|
|
2024
Q1 | $251K | Sell |
15,548
-3,234
| -17% | -$52.3K | 0.05% | 355 |
|
|
2023
Q4 | $291K | Sell |
18,782
-2,118
| -10% | -$32.9K | 0.07% | 322 |
|
|
2023
Q3 | $318K | Hold |
20,900
| – | – | 0.07% | 284 |
|
|
2023
Q2 | $318K | Buy |
+20,900
| New | +$318K | 0.07% | 290 |
|