Optimum Investment Advisors’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-58
| Closed | -$3.86K | – | 700 |
|
|
2023
Q3 | $3.86K | Hold |
58
| – | – | ﹤0.01% | 617 |
|
|
2023
Q2 | $4.08K | Hold |
58
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $3.46K | Hold |
58
| – | – | ﹤0.01% | 645 |
|
|
2022
Q4 | $3.29K | Hold |
58
| – | – | ﹤0.01% | 650 |
|
|
2022
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 729 |
|
|
2022
Q2 | $3K | Hold |
58
| – | – | ﹤0.01% | 732 |
|
|
2022
Q1 | $3K | Hold |
58
| – | – | ﹤0.01% | 769 |
|
|
2021
Q4 | $4K | Hold |
58
| – | – | ﹤0.01% | 746 |
|
|
2021
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 759 |
|
|
2021
Q2 | $4K | Hold |
58
| – | – | ﹤0.01% | 832 |
|
|
2021
Q1 | $4K | Hold |
58
| – | – | ﹤0.01% | 832 |
|
|
2020
Q4 | $4K | Hold |
58
| – | – | ﹤0.01% | 800 |
|
|
2020
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 793 |
|
|
2020
Q2 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 812 |
|