SA
DMO

SFI Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,245
Closed -$145K 62
2025
Q1
$145K Sell
12,245
-23,525
-66% -$278K 0.11% 68
2024
Q4
$422K Buy
35,770
+22,842
+177% +$270K 0.3% 51
2024
Q3
$155K Hold
12,928
0.11% 72
2024
Q2
$154K Sell
12,928
-500
-4% -$5.97K 0.12% 69
2024
Q1
$157K Hold
13,428
0.12% 68
2023
Q4
$150K Hold
13,428
0.13% 85
2023
Q3
$144K Buy
13,428
+248
+2% +$2.66K 0.14% 70
2023
Q2
$139K Hold
13,180
0.13% 66
2023
Q1
$138K Hold
13,180
0.14% 64
2022
Q4
$142K Hold
13,180
0.15% 73
2022
Q3
$146K Hold
13,180
0.17% 57
2022
Q2
$153K Buy
13,180
+381
+3% +$4.42K 0.17% 54
2022
Q1
$171 Hold
12,799
0.1% 59
2021
Q4
$199K Buy
+12,799
New +$199K 0.18% 56