EverSource Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.23K	Sell	191 -201	-51%	-$2.48K	﹤0.01%	3606
2025 Q4	$4.92K	Sell	392 -1,029	-72%	-$12.8K	﹤0.01%	3128
2025 Q3	$17.4K	Sell	1,421 -364	-20%	-$4.5K	﹤0.01%	2467
2025 Q2	$23K	Buy	1,785 +1,157	+184%	+$14.7K	﹤0.01%	2193
2025 Q1	$9.2K	Buy	628 +181	+40%	+$2.48K	﹤0.01%	2154
2024 Q4	$5.63K	Buy	447 +84	+23%	+$1.14K	﹤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%	-$1.27K	﹤0.01%	1824
2023 Q3	$5.68K	Hold	458	–	–	﹤0.01%	1661
2023 Q2	$6.17K	Buy	458 +95	+26%	+$1.16K	﹤0.01%	1641
2023 Q1	$4.48K	Buy	+363	New	+$4.88K	﹤0.01%	1681
2022 Q4	–	Sell	-506	Closed	-$6K	–	2398
2022 Q3	$6K	Sell	506 -152	-23%	-$2.22K	﹤0.01%	1307
2022 Q2	$9K	Buy	658 +525	+395%	+$8.01K	﹤0.01%	1081
2022 Q1	$2K	Hold	133	–	–	﹤0.01%	1562
2021 Q4	$2K	Buy	+133	New	+$2.52K	﹤0.01%	1600