KFS
PMT
Kaizen Financial Strategies’s PennyMac Mortgage Investment PMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,258
| Closed | -$177K | – | 114 |
|
|
2022
Q4 | $177K | Sell |
12,258
-5,952
| -33% | -$85.8K | 0.17% | 119 |
|
|
2022
Q3 | $215K | Sell |
18,210
-2,099
| -10% | -$24.8K | 0.22% | 102 |
|
|
2022
Q2 | $281K | Buy |
20,309
+596
| +3% | +$8.25K | 0.28% | 84 |
|
|
2022
Q1 | $333K | Sell |
19,713
-851
| -4% | -$14.4K | 0.26% | 88 |
|
|
2021
Q4 | $356K | Buy |
20,564
+452
| +2% | +$7.83K | 0.27% | 90 |
|
|
2021
Q3 | $396K | Buy |
+20,112
| New | +$396K | 0.32% | 81 |
|
|
2021
Q1 | $339K | Sell |
17,295
-208
| -1% | -$4.08K | 0.32% | 92 |
|
|
2020
Q4 | $308K | Buy |
+17,503
| New | +$308K | 0.34% | 88 |
|