LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.59M | Buy |
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|
2025
Q2 | $2.47M | Buy |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $989K | Sell |
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|
2024
Q2 | $992K | Buy |
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|
2024
Q1 | $938K | Buy |
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|
2023
Q4 | $727K | Buy |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $552K | Sell |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $630K | Buy |
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|
2022
Q1 | $685K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $399K | Hold |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $435K | Sell |
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|
2019
Q1 | $600K | Buy |
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|
2018
Q4 | $223K | Sell |
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|
2018
Q3 | $325K | Sell |
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|
2018
Q2 | $427K | Buy |
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|
2018
Q1 | $217K | Buy |
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|
2017
Q4 | $204K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $216K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.06M | Sell |
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|
2015
Q2 | $2.12M | Buy |
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|
2015
Q1 | $1.9M | Buy |
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|
2014
Q4 | $1.19M | Buy |
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