Abound Wealth Management’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309 | Hold |
2
| – | – | ﹤0.01% | 918 |
|
|
2025
Q1 | $275 | Hold |
2
| – | – | ﹤0.01% | 888 |
|
|
2024
Q4 | $212 | Hold |
2
| – | – | ﹤0.01% | 1039 |
|
|
2024
Q3 | $190 | Buy |
+2
| New | +$190 | ﹤0.01% | 1194 |
|
|
2024
Q2 | – | Sell |
-4
| Closed | -$336 | – | 1278 |
|
|
2024
Q1 | $336 | Sell |
4
-1
| -20% | -$84 | ﹤0.01% | 1077 |
|
|
2023
Q4 | $278 | Hold |
5
| – | – | ﹤0.01% | 1195 |
|
|
2023
Q3 | $254 | Hold |
5
| – | – | ﹤0.01% | 1061 |
|
|
2023
Q2 | $291 | Buy |
+5
| New | +$291 | ﹤0.01% | 1061 |
|