Prevail Innovative Wealth Advisors’s PennyMac Mortgage Investment PMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.35M Buy
183,004
+119,884
+190% +$1.54M 0.53% 63
2025
Q1
$925K Buy
+63,120
New +$925K 0.25% 109