AE Wealth Management’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
Q2 | $241K | Sell |
4,916
-307
| -6% | -$15.1K | ﹤0.01% | 1220 |
|
|
2025
Q1 | $256K | Sell |
5,223
-66
| -1% | -$3.24K | ﹤0.01% | 1161 |
|
|
2024
Q4 | $254K | Sell |
5,289
-939
| -15% | -$45.2K | ﹤0.01% | 1169 |
|
|
2024
Q3 | $314K | Sell |
6,228
-817
| -12% | -$41.2K | ﹤0.01% | 1011 |
|
|
2024
Q2 | $340K | Sell |
7,045
-338
| -5% | -$16.3K | ﹤0.01% | 989 |
|
|
2024
Q1 | $360K | Sell |
7,383
-83,203
| -92% | -$4.05M | ﹤0.01% | 908 |
|
|
2023
Q4 | $4.43M | Buy |
+90,586
| New | +$4.43M | 0.02% | 638 |
|