Capital Impact Advisors’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,232
| Closed | -$1.44M | – | 88 |
|
|
2024
Q1 | $1.44M | Buy |
+17,232
| New | +$1.44M | 1.88% | 14 |
|
|
2023
Q3 | – | Sell |
-10,302
| Closed | -$598K | – | 155 |
|
|
2023
Q2 | $598K | Buy |
10,302
+456
| +5% | +$26.5K | 0.66% | 63 |
|
|
2023
Q1 | $543K | Sell |
9,846
-2,697
| -22% | -$149K | 0.67% | 64 |
|
|
2022
Q4 | $566K | Hold |
12,543
| – | – | 0.55% | 66 |
|
|
2022
Q3 | $820K | Buy |
12,543
+508
| +4% | +$33.2K | 0.82% | 22 |
|
|
2022
Q2 | $775K | Buy |
12,035
+2,894
| +32% | +$186K | 0.72% | 27 |
|
|
2022
Q1 | $585K | Buy |
+9,141
| New | +$585K | 0.43% | 121 |
|
|
2020
Q4 | – | Sell |
-27,000
| Closed | -$2.81M | – | 118 |
|
|
2020
Q3 | $2.81M | Buy |
+27,000
| New | +$2.81M | 0.83% | 51 |
|