Winslow Evans & Crocker’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-500
| Closed | -$12K | – | 1112 |
|
2018
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 762 |
|
2018
Q1 | $12.2K | Sell |
500
-200
| -29% | -$4.89K | ﹤0.01% | 746 |
|
2017
Q4 | $17.3K | Hold |
700
| – | – | 0.01% | 690 |
|
2017
Q3 | $17.9K | Sell |
700
-125
| -15% | -$3.2K | 0.01% | 687 |
|
2017
Q2 | $21.8K | Sell |
825
-1,151
| -58% | -$30.4K | 0.01% | 732 |
|
2017
Q1 | $46.8K | Buy |
1,976
+200
| +11% | +$4.74K | 0.01% | 546 |
|
2016
Q4 | $40.5K | Hold |
1,776
| – | – | 0.01% | 578 |
|
2016
Q3 | $42.4K | Buy |
1,776
+976
| +122% | +$23.3K | 0.01% | 579 |
|
2016
Q2 | $18.5K | Buy |
800
+400
| +100% | +$9.25K | 0.01% | 710 |
|
2016
Q1 | $9.11K | Hold |
400
| – | – | ﹤0.01% | 901 |
|
2015
Q4 | $9.42K | Buy |
+400
| New | +$9.42K | ﹤0.01% | 922 |
|