Carson Wealth (CWM LLC)’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 | $5K | Hold |
378
| – | – | ﹤0.01% | 4592 |
|
|
2025
Q1 | $4K | Hold |
378
| – | – | ﹤0.01% | 4515 |
|
|
2024
Q4 | $4K | Hold |
378
| – | – | ﹤0.01% | 4287 |
|
|
2024
Q3 | $5K | Hold |
378
| – | – | ﹤0.01% | 4082 |
|
|
2024
Q2 | $5K | Hold |
378
| – | – | ﹤0.01% | 3849 |
|
|
2024
Q1 | $4K | Hold |
378
| – | – | ﹤0.01% | 3744 |
|
|
2023
Q4 | $4K | Hold |
378
| – | – | ﹤0.01% | 3582 |
|
|
2023
Q3 | $4K | Hold |
378
| – | – | ﹤0.01% | 3543 |
|
|
2023
Q2 | $4K | Buy |
378
+96
| +34% | +$1.02K | ﹤0.01% | 3509 |
|
|
2023
Q1 | $3K | Buy |
+282
| New | +$3K | ﹤0.01% | 3478 |
|