Cavalier Investments’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25,800
| Closed | -$570K | – | 110 |
|
|
2020
Q1 | $570K | Buy |
25,800
+16,500
| +177% | +$365K | 0.34% | 61 |
|
|
2019
Q4 | $317K | Hold |
9,300
| – | – | 0.14% | 114 |
|
|
2019
Q3 | $283K | Buy |
+9,300
| New | +$283K | 0.12% | 108 |
|
|
2017
Q3 | – | Sell |
-17,000
| Closed | -$290K | – | 173 |
|
|
2017
Q2 | $290K | Hold |
17,000
| – | – | 0.16% | 115 |
|
|
2017
Q1 | $290K | Buy |
+17,000
| New | +$290K | 0.16% | 118 |
|