Williams Jones Wealth Management’s PennyMac Mortgage Investment PMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,350
| Closed | -$205K | – | 530 |
|
|
2024
Q3 | $205K | Sell |
14,350
-150
| -1% | -$2.14K | ﹤0.01% | 490 |
|
|
2024
Q2 | $199K | Hold |
14,500
| – | – | ﹤0.01% | 482 |
|
|
2024
Q1 | $213K | Hold |
14,500
| – | – | ﹤0.01% | 489 |
|
|
2023
Q4 | $217K | Hold |
14,500
| – | – | ﹤0.01% | 484 |
|
|
2023
Q3 | $180K | Buy |
+14,500
| New | +$180K | ﹤0.01% | 501 |
|