Triad Wealth Partners’s DoubleLine Mortgage ETF DMBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-656	Closed	-$31.7K	–	265
2024 Q2	$31.7K	Sell	656 -8,177	-93%	-$395K	0.02%	287
2024 Q1	$430K	Buy	+8,833	New	+$430K	0.33%	31