Advocacy Wealth Management Services’s DoubleLine Mortgage ETF DMBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,420
Closed -$261K 56
2024
Q4
$261K Sell
5,420
-806,787
-99% -$38.8M 0.02% 52
2024
Q3
$40.9M Buy
812,207
+10,309
+1% +$519K 3.21% 11
2024
Q2
$38.7M Buy
801,898
+13,090
+2% +$632K 3.19% 11
2024
Q1
$38.4M Buy
+788,808
New +$38.4M 3.3% 10