Integrated Wealth Concepts’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $134K | Sell |
|
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|
2023
Q3 | $149K | Sell |
|
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|
2023
Q2 | $148K | Sell |
|
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|
2023
Q1 | $5.4M | Sell |
|
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|
2022
Q4 | $5.69M | Sell |
|
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|
2022
Q3 | $6.28M | Buy |
|
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|
2022
Q2 | $5.95M | Sell |
|
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|
2022
Q1 | $6.93M | Buy |
|
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|
2021
Q4 | $7.61M | Buy |
|
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|
2021
Q3 | $6.84M | Buy |
|
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|
2021
Q2 | $6.05M | Buy |
|
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|
2021
Q1 | $3.9M | Buy |
|
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|
2020
Q4 | $1.37M | Buy |
|
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|
2020
Q3 | $967K | Buy |
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|
2020
Q2 | $488K | Buy |
|