TWD
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True Wealth Design’s PennyMac Financial PFSI Stock Holding History

True Wealth Design’s Portfolio PFSI Stock Details PFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$598 Sell
6
-2
-25% -$199 ﹤0.01% 1673
2025
Q1 		$801 Buy
+8
New +$801 ﹤0.01% 1349