Kestra Private Wealth Services’s PennyMac Mortgage Investment PMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
22,251
+4,621
| +26% | +$59.4K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $258K | Buy |
+17,630
| New | +$258K | ﹤0.01% | 1267 |
|
|
2024
Q3 | – | Sell |
-10,168
| Closed | -$140K | – | 1437 |
|
|
2024
Q2 | $140K | Buy |
+10,168
| New | +$140K | ﹤0.01% | 1267 |
|
|
2024
Q1 | – | Sell |
-11,921
| Closed | -$183K | – | 1346 |
|
|
2023
Q4 | $183K | Buy |
+11,921
| New | +$183K | ﹤0.01% | 1112 |
|