LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
206,710
+20,655
| +11% | +$247K | ﹤0.01% | 2911 |
|
|
2025
Q1 | $2.2M | Buy |
186,055
+97,825
| +111% | +$1.16M | ﹤0.01% | 2851 |
|
|
2024
Q4 | $1.04M | Buy |
88,230
+5,627
| +7% | +$66.4K | ﹤0.01% | 3419 |
|
|
2024
Q3 | $989K | Sell |
82,603
-534
| -0.6% | -$6.39K | ﹤0.01% | 3377 |
|
|
2024
Q2 | $992K | Buy |
83,137
+3,056
| +4% | +$36.5K | ﹤0.01% | 3221 |
|
|
2024
Q1 | $938K | Buy |
80,081
+15,038
| +23% | +$176K | ﹤0.01% | 3201 |
|
|
2023
Q4 | $727K | Buy |
65,043
+2,549
| +4% | +$28.5K | ﹤0.01% | 3310 |
|
|
2023
Q3 | $669K | Buy |
62,494
+9,964
| +19% | +$107K | ﹤0.01% | 3227 |
|
|
2023
Q2 | $556K | Sell |
52,530
-1,407
| -3% | -$14.9K | ﹤0.01% | 3321 |
|
|
2023
Q1 | $564K | Buy |
53,937
+2,685
| +5% | +$28.1K | ﹤0.01% | 3213 |
|
|
2022
Q4 | $552K | Sell |
51,252
-2,045
| -4% | -$22K | ﹤0.01% | 3151 |
|
|
2022
Q3 | $592K | Sell |
53,297
-684
| -1% | -$7.6K | ﹤0.01% | 2983 |
|
|
2022
Q2 | $630K | Buy |
53,981
+2,729
| +5% | +$31.9K | ﹤0.01% | 2982 |
|
|
2022
Q1 | $685K | Buy |
+51,252
| New | +$685K | ﹤0.01% | 2925 |
|
|
2020
Q1 | – | Sell |
-19,660
| Closed | -$399K | – | 3250 |
|
|
2019
Q4 | $399K | Hold |
19,660
| – | – | ﹤0.01% | 2546 |
|
|
2019
Q3 | $428K | Sell |
19,660
-687
| -3% | -$15K | ﹤0.01% | 2379 |
|
|
2019
Q2 | $435K | Sell |
20,347
-8,552
| -30% | -$183K | ﹤0.01% | 2366 |
|
|
2019
Q1 | $600K | Buy |
28,899
+17,983
| +165% | +$373K | ﹤0.01% | 2059 |
|
|
2018
Q4 | $223K | Sell |
10,916
-3,220
| -23% | -$65.8K | ﹤0.01% | 2710 |
|
|
2018
Q3 | $325K | Sell |
14,136
-4,407
| -24% | -$101K | ﹤0.01% | 2598 |
|
|
2018
Q2 | $427K | Buy |
18,543
+9,679
| +109% | +$223K | ﹤0.01% | 2321 |
|
|
2018
Q1 | $217K | Buy |
8,864
+580
| +7% | +$14.2K | ﹤0.01% | 2871 |
|
|
2017
Q4 | $204K | Buy |
+8,284
| New | +$204K | ﹤0.01% | 2790 |
|
|
2017
Q2 | – | Sell |
-9,041
| Closed | -$216K | – | 2841 |
|
|
2017
Q1 | $216K | Buy |
+9,041
| New | +$216K | ﹤0.01% | 2441 |
|
|
2015
Q4 | – | Sell |
-42,487
| Closed | -$1.06M | – | 3183 |
|
|
2015
Q3 | $1.06M | Sell |
42,487
-44,611
| -51% | -$1.12M | 0.01% | 1204 |
|
|
2015
Q2 | $2.12M | Buy |
87,098
+7,880
| +10% | +$191K | 0.01% | 875 |
|
|
2015
Q1 | $1.9M | Buy |
79,218
+29,378
| +59% | +$706K | 0.01% | 940 |
|
|
2014
Q4 | $1.19M | Buy |
+49,840
| New | +$1.19M | 0.01% | 1193 |
|