TFO Wealth Partners’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$182 | – | 574 |
|
|
2024
Q1 | $182 | Hold |
2
| – | – | ﹤0.01% | 516 |
|
|
2023
Q4 | $177 | Sell |
2
-5
| -71% | -$443 | ﹤0.01% | 674 |
|
|
2023
Q3 | $492 | Buy |
7
+5
| +250% | +$351 | ﹤0.01% | 462 |
|
|
2023
Q2 | $141 | Hold |
2
| – | – | ﹤0.01% | 592 |
|
|
2023
Q1 | $119 | Sell |
2
-2
| -50% | -$119 | ﹤0.01% | 609 |
|
|
2022
Q4 | $185 | Buy |
+4
| New | +$185 | ﹤0.01% | 646 |
|