SUMMIT WEALTH & RETIREMENT PLANNING, INC. – PennyMac Financial Services, Inc. Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$591,000
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-1.85%
quarter
PennyMac Financial Services, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.51% | -70 shares | -15K | $42.9 | 13.78K |
| Q2 2022 | share | Decrease | -1.37% | -193 shares | -141K | $43.71 | 13.85K |
| Q1 2022 | share | Increase | +1.78% | 246 shares | -216K | $53.2 | 14.04K |
| Q4 2021 | share | Decrease | -3.41% | -487 shares | 90K | $70.57 | 13.8K |
| Q3 2021 | share | Decrease | -16.65% | -2.85K shares | -185K | $60.94 | 14.28K |
| Q2 2021 | share | Decrease | -3.24% | -574 shares | -127K | $61.35 | 17.14K |
| Q1 2021 | share | Increase | +1.32% | 231 shares | 38K | $66.25 | 17.71K |
| Q4 2020 | share | Increase | 0.00% | 17.48K shares | 1.14M | $64.81 | 17.48K |