MorganRosel Wealth Management’s PennyMac Financial PFSI Stock Holding History

MorganRosel Wealth Management’s Portfolio PFSI Stock Details PFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$996K	Sell
2025 Q1	$1.05M	Sell
2024 Q4	$1.2M	Buy
2024 Q3	$833K	Sell
2024 Q2	$967K	Sell
2024 Q1	$985K	Buy
2023 Q4	$935K	Buy
2023 Q3	$629K	Buy