Steward Partners Investment Advisory’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 | $381K | Buy |
19,443
+8,455
| +77% | +$166K | ﹤0.01% | 1428 |
|
|
2025
Q1 | $197K | Sell |
10,988
-1,993
| -15% | -$35.8K | ﹤0.01% | 1653 |
|
|
2024
Q4 | $211K | Buy |
12,981
+21
| +0.2% | +$342 | ﹤0.01% | 1578 |
|
|
2024
Q3 | $231K | Buy |
12,960
+313
| +2% | +$5.58K | ﹤0.01% | 1457 |
|
|
2024
Q2 | $204K | Sell |
12,647
-345
| -3% | -$5.57K | ﹤0.01% | 1438 |
|
|
2024
Q1 | $210K | Buy |
12,992
+1,059
| +9% | +$17.1K | ﹤0.01% | 1410 |
|
|
2023
Q4 | $185K | Sell |
11,933
-2,036
| -15% | -$31.6K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $204K | Sell |
13,969
-931
| -6% | -$13.6K | ﹤0.01% | 1274 |
|
|
2023
Q2 | $227K | Buy |
14,900
+1,750
| +13% | +$26.7K | ﹤0.01% | 1223 |
|
|
2023
Q1 | $205K | Buy |
13,150
+2,500
| +23% | +$39K | ﹤0.01% | 1269 |
|
|
2022
Q4 | $152K | Hold |
10,650
| – | – | ﹤0.01% | 1362 |
|
|
2022
Q3 | $136K | Hold |
10,650
| – | – | ﹤0.01% | 1371 |
|
|
2022
Q2 | $155K | Sell |
10,650
-1,298
| -11% | -$18.9K | ﹤0.01% | 1314 |
|
|
2022
Q1 | $204K | Buy |
+11,948
| New | +$204K | ﹤0.01% | 1280 |
|