Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,550
| Closed | -$19.1K | – | 2596 |
|
|
2023
Q1 | $19.1K | Buy |
1,550
+200
| +15% | +$2.47K | ﹤0.01% | 2332 |
|
|
2022
Q4 | $16.7K | Buy |
+1,350
| New | +$16.7K | ﹤0.01% | 2300 |
|
|
2020
Q4 | – | Sell |
-6,265
| Closed | -$101K | – | 977 |
|
|
2020
Q3 | $101K | Hold |
6,265
| – | – | 0.01% | 770 |
|
|
2020
Q2 | $110K | Buy |
+6,265
| New | +$110K | 0.01% | 695 |
|
|
2020
Q1 | – | Sell |
-8,265
| Closed | -$184K | – | 742 |
|
|
2019
Q4 | $184K | Hold |
8,265
| – | – | 0.02% | 568 |
|
|
2019
Q3 | $184K | Buy |
+8,265
| New | +$184K | 0.03% | 487 |
|