AE Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-11,775
| Closed | -$176K | – | 1760 |
|
2023
Q4 | $176K | Buy |
11,775
+1,210
| +11% | +$18.1K | ﹤0.01% | 1898 |
|
2023
Q3 | $131K | Sell |
10,565
-24,848
| -70% | -$308K | ﹤0.01% | 1821 |
|
2023
Q2 | $477K | Sell |
35,413
-31,988
| -47% | -$431K | ﹤0.01% | 1413 |
|
2023
Q1 | $831K | Buy |
67,401
+1,310
| +2% | +$16.2K | 0.01% | 1114 |
|
2022
Q4 | $819K | Buy |
+66,091
| New | +$819K | 0.01% | 1063 |
|