AWM
DMO

AE Wealth Management’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

AE Wealth Management’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-46,980
Closed -$497K – 1974
2023
Q2 		$497K Buy
46,980
+8,585
+22% +$90.8K ﹤0.01% 1400
2023
Q1 		$401K Buy
+38,395
New +$401K ﹤0.01% 1437