EWA
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EverSource Wealth Advisors’s PennyMac Financial PFSI Stock Holding History

EverSource Wealth Advisors’s Portfolio PFSI Stock Details PFSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$26.3K Buy
+264
New +$26.3K ﹤0.01% 2072
2025
Q1 		– Sell
-12
Closed -$1.23K – 4148
2024
Q4 		$1.23K Buy
+12
New +$1.23K ﹤0.01% 2895