CIBC Private Wealth Group’s PennyMac Financial PFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-953
| Closed | -$94.8K | – | 3224 |
|
|
2024
Q4 | $94.8K | Sell |
953
-963
| -50% | -$95.8K | ﹤0.01% | 1439 |
|
|
2024
Q3 | $218K | Sell |
1,916
-1,501
| -44% | -$171K | ﹤0.01% | 1142 |
|
|
2024
Q2 | $314K | Buy |
3,417
+205
| +6% | +$18.8K | ﹤0.01% | 941 |
|
|
2024
Q1 | $288K | Sell |
3,212
-46
| -1% | -$4.13K | ﹤0.01% | 988 |
|
|
2023
Q4 | $288K | Buy |
+3,258
| New | +$288K | ﹤0.01% | 951 |
|