Steward Partners Investment Advisory’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 | $11.9K | Hold |
1,000
| – | – | ﹤0.01% | 3132 |
|
|
2025
Q1 | $11.8K | Hold |
1,000
| – | – | ﹤0.01% | 3015 |
|
|
2024
Q4 | $11.8K | Hold |
1,000
| – | – | ﹤0.01% | 3032 |
|
|
2024
Q3 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 2879 |
|
|
2024
Q2 | $11.9K | Hold |
1,000
| – | – | ﹤0.01% | 2745 |
|
|
2024
Q1 | $11.7K | Hold |
1,000
| – | – | ﹤0.01% | 2752 |
|
|
2023
Q4 | $11.2K | Hold |
1,000
| – | – | ﹤0.01% | 2663 |
|
|
2023
Q3 | $10.7K | Hold |
1,000
| – | – | ﹤0.01% | 2574 |
|
|
2023
Q2 | $10.6K | Hold |
1,000
| – | – | ﹤0.01% | 2555 |
|
|
2023
Q1 | $10.5K | Hold |
1,000
| – | – | ﹤0.01% | 2519 |
|
|
2022
Q4 | $10.8K | Hold |
1,000
| – | – | ﹤0.01% | 2508 |
|
|
2022
Q3 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 2479 |
|
|
2022
Q2 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 2439 |
|
|
2022
Q1 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 2547 |
|
|
2021
Q4 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 2434 |
|
|
2021
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 2444 |
|
|
2021
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 5386 |
|
|
2021
Q1 | $14.6K | Hold |
1,000
| – | – | ﹤0.01% | 2616 |
|
|
2020
Q4 | $14K | Sell |
1,000
-1,150
| -53% | -$16.1K | ﹤0.01% | 2174 |
|
|
2020
Q3 | $28K | Buy |
2,150
+550
| +34% | +$7.16K | ﹤0.01% | 1755 |
|
|
2020
Q2 | $23K | Buy |
+1,600
| New | +$23K | ﹤0.01% | 1718 |
|