SWM
Sugarloaf Wealth Management’s DoubleLine Mortgage ETF DMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.01M | Buy |
62,531
+2,722
| +5% | +$131K | 0.57% | 33 |
|
|
2024
Q3 | $3.01M | Sell |
59,809
-2,447
| -4% | -$123K | 0.57% | 32 |
|
|
2024
Q2 | $3M | Buy |
62,256
+3,024
| +5% | +$146K | 0.61% | 32 |
|
|
2024
Q1 | $2.88M | Buy |
59,232
+11,171
| +23% | +$544K | 0.6% | 33 |
|
|
2023
Q4 | $2.38M | Buy |
48,061
+11,790
| +33% | +$583K | 0.57% | 33 |
|
|
2023
Q3 | $1.71M | Buy |
36,271
+1,481
| +4% | +$69.6K | 0.43% | 38 |
|
|
2023
Q2 | $1.72M | Buy |
+34,790
| New | +$1.72M | 0.4% | 36 |
|