Aviance Capital Partners’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
38,143
+5,800
| +18% | +$69.3K | 0.06% | 234 |
|
|
2025
Q1 | $382K | Buy |
32,343
+6,665
| +26% | +$78.8K | 0.05% | 244 |
|
|
2024
Q4 | $303K | Buy |
25,678
+2,901
| +13% | +$34.2K | 0.04% | 262 |
|
|
2024
Q3 | $273K | Sell |
22,777
-6,154
| -21% | -$73.7K | 0.04% | 285 |
|
|
2024
Q2 | $345K | Sell |
28,931
-123
| -0.4% | -$1.47K | 0.05% | 242 |
|
|
2024
Q1 | $340K | Sell |
29,054
-563
| -2% | -$6.59K | 0.05% | 242 |
|
|
2023
Q4 | $331K | Sell |
29,617
-2,274
| -7% | -$25.4K | 0.07% | 201 |
|
|
2023
Q3 | $342K | Buy |
+31,891
| New | +$342K | 0.08% | 193 |
|