BDO Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $45K | Hold |
3,337
| – | – | 0.01% | 453 |
|
|
2023
Q1 | $41.1K | Sell |
3,337
-3,100
| -48% | -$38.2K | 0.01% | 454 |
|
|
2022
Q4 | $79.8K | Hold |
6,437
| – | – | 0.01% | 359 |
|
|
2022
Q3 | $76K | Sell |
6,437
-55
| -0.8% | -$649 | 0.01% | 354 |
|
|
2022
Q2 | $90K | Hold |
6,492
| – | – | 0.01% | 340 |
|
|
2022
Q1 | $110K | Hold |
6,492
| – | – | 0.01% | 326 |
|
|
2021
Q4 | $113K | Sell |
6,492
-1,500
| -19% | -$26.1K | 0.01% | 341 |
|
|
2021
Q3 | $157K | Hold |
7,992
| – | – | 0.02% | 310 |
|
|
2021
Q2 | $168K | Hold |
7,992
| – | – | 0.02% | 314 |
|
|
2021
Q1 | $157K | Buy |
7,992
+7,937
| +14,431% | +$156K | 0.02% | 318 |
|
|
2020
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 871 |
|
|
2020
Q3 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 807 |
|
|
2019
Q4 | – | Sell |
-750
| Closed | -$17K | – | 624 |
|
|
2019
Q3 | $17K | Hold |
750
| – | – | ﹤0.01% | 411 |
|
|
2019
Q2 | $16K | Buy |
+750
| New | +$16K | ﹤0.01% | 402 |
|