SeaCrest Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Sell |
33,796
-1,257
| -4% | -$15K | 0.04% | 374 |
|
|
2025
Q1 | $414K | Buy |
35,053
+2,030
| +6% | +$24K | 0.05% | 383 |
|
|
2024
Q4 | $390K | Buy |
33,023
+5,859
| +22% | +$69.1K | 0.04% | 414 |
|
|
2024
Q3 | $325K | Buy |
27,164
+4,706
| +21% | +$56.3K | 0.04% | 466 |
|
|
2024
Q2 | $268K | Buy |
22,458
+1,209
| +6% | +$14.4K | 0.03% | 496 |
|
|
2024
Q1 | $249K | Buy |
21,249
+1,626
| +8% | +$19K | 0.03% | 503 |
|
|
2023
Q4 | $217K | Buy |
19,623
+153
| +0.8% | +$1.69K | 0.03% | 559 |
|
|
2023
Q3 | $209K | Sell |
19,470
-1,240
| -6% | -$13.3K | 0.03% | 560 |
|
|
2023
Q2 | $219K | Buy |
20,710
+863
| +4% | +$9.13K | 0.03% | 552 |
|
|
2023
Q1 | $207K | Buy |
19,847
+1,780
| +10% | +$18.6K | 0.03% | 578 |
|
|
2022
Q4 | $195K | Buy |
18,067
+1,776
| +11% | +$19.1K | 0.03% | 575 |
|
|
2022
Q3 | $181K | Sell |
16,291
-375
| -2% | -$4.17K | 0.03% | 557 |
|
|
2022
Q2 | $195K | Sell |
16,666
-859
| -5% | -$10.1K | 0.02% | 616 |
|
|
2022
Q1 | $234K | Buy |
+17,525
| New | +$234K | 0.03% | 602 |
|