IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40
| Closed | -$1K | – | 3630 |
|
|
2022
Q4 | $1K | Buy |
40
+17
| +74% | +$425 | ﹤0.01% | 4321 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 4533 |
|
|
2022
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 4313 |
|
|
2022
Q1 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 4313 |
|
|
2019
Q1 | $31K | Sell |
1,495
-76
| -5% | -$1.58K | ﹤0.01% | 1161 |
|
|
2018
Q4 | $33K | Sell |
1,571
-12,807
| -89% | -$269K | ﹤0.01% | 1826 |
|
|
2018
Q3 | $331K | Sell |
14,378
-2,558
| -15% | -$58.9K | 0.01% | 836 |
|
|
2018
Q2 | $390K | Sell |
16,936
-201
| -1% | -$4.63K | 0.02% | 764 |
|
|
2018
Q1 | $423K | Hold |
17,137
| – | – | 0.02% | 686 |
|
|
2017
Q4 | $423K | Sell |
17,137
-826
| -5% | -$20.4K | 0.02% | 683 |
|
|
2017
Q3 | $459K | Buy |
17,963
+749
| +4% | +$19.1K | 0.02% | 719 |
|
|
2017
Q2 | $454K | Buy |
17,214
+5,870
| +52% | +$155K | 0.02% | 716 |
|
|
2017
Q1 | $269K | Sell |
11,344
-3,801
| -25% | -$90.1K | 0.01% | 958 |
|
|
2016
Q4 | $345K | Buy |
15,145
+1,526
| +11% | +$34.8K | 0.02% | 791 |
|
|
2016
Q3 | $325K | Buy |
13,619
+3,321
| +32% | +$79.3K | 0.02% | 775 |
|
|
2016
Q2 | $238K | Buy |
10,298
+8,803
| +589% | +$203K | 0.01% | 890 |
|
|
2016
Q1 | $31K | Sell |
1,495
-9,287
| -86% | -$193K | ﹤0.01% | 1161 |
|
|
2015
Q4 | $254K | Buy |
+10,782
| New | +$254K | 0.02% | 733 |
|