Geneos Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-220
| Closed | -$4K | – | 2138 |
|
|
2017
Q2 | $4K | Sell |
220
-300
| -58% | -$5.46K | ﹤0.01% | 1805 |
|
|
2017
Q1 | $9K | Sell |
520
-400
| -43% | -$6.92K | ﹤0.01% | 1528 |
|
|
2016
Q4 | $15K | Hold |
920
| – | – | ﹤0.01% | 1304 |
|
|
2016
Q3 | $14K | Hold |
920
| – | – | ﹤0.01% | 1260 |
|
|
2016
Q2 | $15K | Hold |
920
| – | – | ﹤0.01% | 1204 |
|
|
2016
Q1 | $12K | Buy |
+920
| New | +$12K | ﹤0.01% | 1259 |
|