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 |
|