True Wealth Design’s PennyMac Financial PFSI Stock Holding History

True Wealth Design’s Portfolio PFSI Stock Details PFSI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.52K	Sell
2025 Q3	$1.55K	Buy
2025 Q2	$598	Sell
2025 Q1	$801	Buy