Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-17,370
| Closed | -$400K | – | 156 |
|
|
2018
Q3 | $400K | Sell |
17,370
-2,332
| -12% | -$53.7K | 0.16% | 75 |
|
|
2018
Q2 | $454K | Buy |
+19,702
| New | +$454K | 0.19% | 73 |
|
|
2015
Q2 | – | Sell |
-9,298
| Closed | -$223K | – | 285 |
|
|
2015
Q1 | $223K | Buy |
+9,298
| New | +$223K | 0.14% | 189 |
|
|
2013
Q3 | – | Sell |
-29,653
| Closed | -$686K | – | 348 |
|
|
2013
Q2 | $686K | Buy |
+29,653
| New | +$686K | 0.4% | 65 |
|