EverSource Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
1,785
+1,157
| +184% | +$14.9K | ﹤0.01% | 2185 |
|
|
2025
Q1 | $9.2K | Buy |
628
+181
| +40% | +$2.65K | ﹤0.01% | 2152 |
|
|
2024
Q4 | $5.63K | Buy |
447
+84
| +23% | +$1.06K | ﹤0.01% | 2289 |
|
|
2024
Q3 | $5.18K | Hold |
363
| – | – | ﹤0.01% | 2214 |
|
|
2024
Q2 | $5K | Hold |
363
| – | – | ﹤0.01% | 2222 |
|
|
2024
Q1 | $5.03K | Hold |
363
| – | – | ﹤0.01% | 2052 |
|
|
2023
Q4 | $5.43K | Sell |
363
-95
| -21% | -$1.42K | ﹤0.01% | 1824 |
|
|
2023
Q3 | $5.68K | Hold |
458
| – | – | ﹤0.01% | 1661 |
|
|
2023
Q2 | $6.17K | Buy |
458
+95
| +26% | +$1.28K | ﹤0.01% | 1641 |
|
|
2023
Q1 | $4.48K | Buy |
+363
| New | +$4.48K | ﹤0.01% | 1680 |
|
|
2022
Q4 | – | Sell |
-506
| Closed | -$6K | – | 2402 |
|
|
2022
Q3 | $6K | Sell |
506
-152
| -23% | -$1.8K | ﹤0.01% | 1307 |
|
|
2022
Q2 | $9K | Buy |
658
+525
| +395% | +$7.18K | ﹤0.01% | 1081 |
|
|
2022
Q1 | $2K | Hold |
133
| – | – | ﹤0.01% | 1562 |
|
|
2021
Q4 | $2K | Buy |
+133
| New | +$2K | ﹤0.01% | 1600 |
|