TD Private Client Wealth’s PennyMac Financial PFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-130
| Closed | -$11.5K | – | 1252 |
|
|
2023
Q4 | $11.5K | Sell |
130
-164
| -56% | -$14.5K | ﹤0.01% | 1031 |
|
|
2023
Q3 | $19.6K | Sell |
294
-8,263
| -97% | -$550K | ﹤0.01% | 934 |
|
|
2023
Q2 | $602K | Sell |
8,557
-103
| -1% | -$7.24K | 0.03% | 416 |
|
|
2023
Q1 | $516K | Buy |
+8,660
| New | +$516K | 0.02% | 423 |
|