WC
Whitney & Co’s DoubleLine Mortgage ETF DMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.29M | Buy |
169,000
+858
| +0.5% | +$42.1K | 0.82% | 46 |
|
|
2025
Q1 | $8.25M | Buy |
168,142
+8,193
| +5% | +$402K | 0.88% | 42 |
|
|
2024
Q4 | $7.69M | Buy |
159,949
+7,190
| +5% | +$346K | 0.81% | 42 |
|
|
2024
Q3 | $7.7M | Buy |
152,759
+5,368
| +4% | +$270K | 0.83% | 44 |
|
|
2024
Q2 | $7.11M | Buy |
147,391
+6,260
| +4% | +$302K | 0.82% | 43 |
|
|
2024
Q1 | $6.87M | Buy |
+141,131
| New | +$6.87M | 0.82% | 42 |
|