JSW
DMO

Journey Strategic Wealth’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Journey Strategic Wealth’s Portfolio DMO Stock Details DMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$159K Sell
13,350
-20,500
-61% -$245K 0.01% 635
2025
Q1 		$400K Buy
33,850
+21,000
+163% +$248K 0.01% 275
2024
Q4 		$152K Buy
12,850
+1,350
+12% +$15.9K 0.01% 480
2024
Q3 		$138K Buy
+11,500
New +$138K 0.01% 495