Concord Wealth Partners’s Palomar PLMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-13
Closed -$1.37K 930
2024
Q4
$1.37K Hold
13
﹤0.01% 752
2024
Q3
$1.23K Buy
+13
New +$1.23K ﹤0.01% 800
2021
Q1
Sell
-16
Closed -$1K 1051
2020
Q4
$1K Buy
+16
New +$1K ﹤0.01% 646