B. Riley Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $3.06M | Buy |
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|
2023
Q3 | $2.24M | Buy |
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|
2023
Q2 | $2.38M | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $1.53M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $196K | Sell |
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|
2021
Q4 | $232K | Sell |
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|
2021
Q3 | $340K | Hold |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $213K | Sell |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $296K | Sell |
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|
2019
Q1 | $289K | Sell |
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|
2018
Q4 | $265K | Buy |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $225K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $163K | Buy |
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