Bellecapital’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-59,603
| Closed | -$3.02M | – | 164 |
|
|
2023
Q3 | $3.02M | Sell |
59,603
-2,834
| -5% | -$144K | 0.76% | 37 |
|
|
2023
Q2 | $3.62M | Buy |
62,437
+2,157
| +4% | +$125K | 0.88% | 36 |
|
|
2023
Q1 | $3.33M | Sell |
60,280
-258
| -0.4% | -$14.2K | 0.83% | 35 |
|
|
2022
Q4 | $2.73M | Sell |
60,538
-2,194
| -3% | -$99.1K | 0.77% | 37 |
|
|
2022
Q3 | $5.25M | Sell |
62,732
-310
| -0.5% | -$26K | 1.6% | 19 |
|
|
2022
Q2 | $4.06M | Buy |
63,042
+64
| +0.1% | +$4.12K | 1.13% | 26 |
|
|
2022
Q1 | $4.03M | Buy |
62,978
+17,959
| +40% | +$1.15M | 1.28% | 24 |
|
|
2021
Q4 | $2.92M | Sell |
45,019
-1,224
| -3% | -$79.3K | 0.83% | 36 |
|
|
2021
Q3 | $3.74M | Hold |
46,243
| – | – | 1.14% | 25 |
|
|
2021
Q2 | $3.49M | Sell |
46,243
-994
| -2% | -$75K | 1.06% | 28 |
|
|
2021
Q1 | $3.17M | Buy |
47,237
+4,867
| +11% | +$326K | 0.99% | 29 |
|
|
2020
Q4 | $3.76M | Buy |
+42,370
| New | +$3.76M | 1.26% | 26 |
|