MWM
Moran Wealth Management’s PennyMac Financial PFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,325
| Closed | -$2.02M | – | 446 |
|
|
2023
Q3 | $2.02M | Buy |
30,325
+415
| +1% | +$27.6K | 0.08% | 214 |
|
|
2023
Q2 | $2.1M | Buy |
29,910
+1,229
| +4% | +$86.4K | 0.08% | 223 |
|
|
2023
Q1 | $1.71M | Buy |
28,681
+12,148
| +73% | +$724K | 0.06% | 231 |
|
|
2022
Q4 | $937K | Buy |
+16,533
| New | +$937K | 0.04% | 258 |
|