Lido Advisors’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-7,329
| Closed | -$480K | – | 776 |
|
|
2020
Q4 | $480K | Sell |
7,329
-4,073
| -36% | -$267K | 0.01% | 429 |
|
|
2020
Q3 | $663K | Sell |
11,402
-2,937
| -20% | -$171K | 0.02% | 297 |
|
|
2020
Q2 | $599K | Sell |
14,339
-356
| -2% | -$14.9K | 0.02% | 281 |
|
|
2020
Q1 | $325K | Buy |
14,695
+3,646
| +33% | +$80.6K | 0.01% | 358 |
|
|
2019
Q4 | $376K | Buy |
+11,049
| New | +$376K | 0.02% | 396 |
|