NewEdge Advisors’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 | $606K | Buy |
50,721
+300
| +0.6% | +$3.58K | ﹤0.01% | 1581 |
|
|
2025
Q1 | $596K | Sell |
50,421
-2,000
| -4% | -$23.6K | ﹤0.01% | 1489 |
|
|
2024
Q4 | $619K | Sell |
52,421
-5,000
| -9% | -$59K | ﹤0.01% | 1417 |
|
|
2024
Q3 | $687K | Sell |
57,421
-5,500
| -9% | -$65.8K | ﹤0.01% | 1286 |
|
|
2024
Q2 | $751K | Sell |
62,921
-1,900
| -3% | -$22.7K | 0.01% | 1197 |
|
|
2024
Q1 | $759K | Sell |
64,821
-13,900
| -18% | -$163K | 0.01% | 1132 |
|
|
2023
Q4 | $876K | Buy |
78,721
+9,400
| +14% | +$105K | 0.01% | 999 |
|
|
2023
Q3 | $742K | Sell |
69,321
-14,531
| -17% | -$156K | 0.01% | 996 |
|
|
2023
Q2 | $887K | Buy |
83,852
+2,565
| +3% | +$27.1K | 0.01% | 925 |
|
|
2023
Q1 | $864K | Sell |
81,287
-1,294
| -2% | -$13.8K | 0.01% | 848 |
|
|
2022
Q4 | $856K | Sell |
82,581
-4,092
| -5% | -$42.4K | 0.02% | 563 |
|
|
2022
Q3 | $963K | Sell |
86,673
-2,027
| -2% | -$22.5K | 0.02% | 656 |
|
|
2022
Q2 | $1.04M | Sell |
88,700
-5,188
| -6% | -$60.6K | 0.02% | 654 |
|
|
2022
Q1 | $1.26M | Buy |
93,888
+2,503
| +3% | +$33.5K | 0.02% | 563 |
|
|
2021
Q4 | $1.39M | Buy |
+91,385
| New | +$1.39M | 0.02% | 583 |
|