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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Buy |
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|
2025
Q1 | $9.2K | Buy |
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|
2024
Q4 | $5.63K | Buy |
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|
2024
Q3 | $5.18K | Hold |
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|
2024
Q2 | $5K | Hold |
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|
2024
Q1 | $5.03K | Hold |
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|
2023
Q4 | $5.43K | Sell |
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|
2023
Q3 | $5.68K | Hold |
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|
2023
Q2 | $6.17K | Buy |
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|
2023
Q1 | $4.48K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Buy |
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