Wedbush Securities’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 | $766K | Buy |
39,035
+1,927
| +5% | +$37.8K | 0.03% | 490 |
|
|
2025
Q1 | $666K | Sell |
37,108
-5,063
| -12% | -$90.9K | 0.02% | 516 |
|
|
2024
Q4 | $687K | Buy |
42,171
+11,880
| +39% | +$194K | 0.02% | 499 |
|
|
2024
Q3 | $540K | Sell |
30,291
-6,806
| -18% | -$121K | 0.02% | 588 |
|
|
2024
Q2 | $598K | Sell |
37,097
-3,908
| -10% | -$63K | 0.02% | 563 |
|
|
2024
Q1 | $663K | Sell |
41,005
-2,513
| -6% | -$40.6K | 0.02% | 534 |
|
|
2023
Q4 | $675K | Buy |
43,518
+4,607
| +12% | +$71.5K | 0.03% | 453 |
|
|
2023
Q3 | $568K | Buy |
38,911
+3,919
| +11% | +$57.2K | 0.03% | 476 |
|
|
2023
Q2 | $533K | Buy |
34,992
+2,302
| +7% | +$35.1K | 0.03% | 519 |
|
|
2023
Q1 | $510K | Sell |
32,690
-10,123
| -24% | -$158K | 0.03% | 519 |
|
|
2022
Q4 | $611K | Sell |
42,813
-17,384
| -29% | -$248K | 0.03% | 450 |
|
|
2022
Q3 | $767K | Sell |
60,197
-1,899
| -3% | -$24.2K | 0.04% | 357 |
|
|
2022
Q2 | $901K | Buy |
+62,096
| New | +$901K | 0.05% | 319 |
|
|
2022
Q1 | – | Sell |
-32,860
| Closed | -$613K | – | 1200 |
|
|
2021
Q4 | $613K | Buy |
32,860
+10,610
| +48% | +$198K | 0.03% | 536 |
|
|
2021
Q3 | $446K | Buy |
+22,250
| New | +$446K | 0.02% | 663 |
|