Northwest & Ethical Investments’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,441
| Closed | -$644K | – | 519 |
|
|
2025
Q1 | $644K | Buy |
+6,441
| New | +$644K | 0.02% | 367 |
|
|
2024
Q4 | – | Sell |
-2,330
| Closed | -$266K | – | 525 |
|
|
2024
Q3 | $266K | Buy |
2,330
+645
| +38% | +$73.5K | 0.01% | 395 |
|
|
2024
Q2 | $159K | Buy |
1,685
+428
| +34% | +$40.5K | ﹤0.01% | 417 |
|
|
2024
Q1 | $114K | Buy |
+1,257
| New | +$114K | ﹤0.01% | 435 |
|