Mid Atlantic Financial Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $1.25M | Buy |
80,611
+5,209
| +7% | +$80.5K | 0.08% | 205 |
|
2021
Q2 | $1.18M | Buy |
75,402
+1,500
| +2% | +$23.4K | 0.08% | 211 |
|
2021
Q1 | $1.08M | Buy |
73,902
+15,600
| +27% | +$228K | 0.08% | 219 |
|
2020
Q4 | $827K | Buy |
58,302
+6,200
| +12% | +$87.9K | 0.06% | 271 |
|
2020
Q3 | $701K | Sell |
52,102
-6,800
| -12% | -$91.5K | 0.06% | 279 |
|
2020
Q2 | $864K | Buy |
58,902
+1,600
| +3% | +$23.5K | 0.08% | 215 |
|
2020
Q1 | $733K | Buy |
57,302
+11,735
| +26% | +$150K | 0.08% | 229 |
|
2019
Q4 | $925K | Sell |
45,567
-3,400
| -7% | -$69K | 0.09% | 239 |
|
2019
Q3 | $1.07M | Buy |
48,967
+2,000
| +4% | +$43.5K | 0.11% | 176 |
|
2019
Q2 | $1M | Sell |
46,967
-900
| -2% | -$19.2K | 0.1% | 194 |
|
2019
Q1 | $993K | Buy |
47,867
+20,000
| +72% | +$415K | 0.11% | 187 |
|
2018
Q4 | $568K | Buy |
+27,867
| New | +$568K | 0.07% | 296 |
|