SWP
PMT

Strategic Wealth Partners’s PennyMac Mortgage Investment PMT Stock Holding History

Strategic Wealth Partners’s Portfolio PMT Stock Details PMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,969
Closed -$165K – 283
2022
Q3 		$165K Sell
13,969
-412
-3% -$4.85K 0.03% 261
2022
Q2 		$199K Sell
14,381
-652
-4% -$9.02K 0.04% 235
2022
Q1 		$254K Sell
15,033
-4,967
-25% -$83.9K 0.05% 229
2021
Q4 		$347K Buy
+20,000
New +$347K 0.07% 221