Venture Visionary Partners’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 | $1.49M | Buy |
124,809
+44
| +0% | +$525 | 0.06% | 238 |
|
|
2025
Q1 | $1.47M | Buy |
124,765
+14
| +0% | +$165 | 0.06% | 235 |
|
|
2024
Q4 | $1.47M | Buy |
124,751
+54,973
| +79% | +$649K | 0.06% | 235 |
|
|
2024
Q3 | $835K | Hold |
69,778
| – | – | 0.04% | 294 |
|
|
2024
Q2 | $832K | Hold |
69,778
| – | – | 0.04% | 299 |
|
|
2024
Q1 | $817K | Buy |
+69,778
| New | +$817K | 0.04% | 299 |
|