Wealthcare Advisory Partners’s PennyMac Mortgage Investment PMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-21,185
| Closed | -$367K | – | 583 |
|
|
2021
Q4 | $367K | Sell |
21,185
-3,870
| -15% | -$67K | 0.02% | 395 |
|
|
2021
Q3 | $493K | Sell |
25,055
-1,865
| -7% | -$36.7K | 0.03% | 317 |
|
|
2021
Q2 | $567K | Sell |
26,920
-1,300
| -5% | -$27.4K | 0.04% | 296 |
|
|
2021
Q1 | $553K | Buy |
28,220
+7,070
| +33% | +$139K | 0.04% | 271 |
|
|
2020
Q4 | $372K | Buy |
+21,150
| New | +$372K | 0.03% | 285 |
|