Thomas J. Herzfeld Advisors’s Western Asset Mortgage Opportunity Fund DMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $3.47M | Sell |
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|
2023
Q3 | $3.82M | Buy |
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|
2023
Q2 | $3.69M | Buy |
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|
2023
Q1 | $3.01M | Buy |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.03M | Buy |
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|
2022
Q2 | $1.93M | Buy |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $2.04M | Sell |
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|
2021
Q1 | $2.13M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $988K | Sell |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $577K | Buy |
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