Covestor’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
1,349
+135
| +11% | +$20.8K | 0.12% | 165 |
|
|
2025
Q1 | $166K | Sell |
1,214
-10
| -0.8% | -$1.37K | 0.11% | 213 |
|
|
2024
Q4 | $129K | Buy |
1,224
+148
| +14% | +$15.6K | 0.08% | 362 |
|
|
2024
Q3 | $102K | Buy |
1,076
+181
| +20% | +$17.2K | 0.06% | 503 |
|
|
2024
Q2 | $73K | Sell |
895
-288
| -24% | -$23.5K | 0.05% | 683 |
|
|
2024
Q1 | $99K | Buy |
1,183
+266
| +29% | +$22.3K | 0.06% | 543 |
|
|
2023
Q4 | $51K | Sell |
917
-361
| -28% | -$20.1K | 0.03% | 845 |
|
|
2023
Q3 | $65K | Sell |
1,278
-201
| -14% | -$10.2K | 0.05% | 647 |
|
|
2023
Q2 | $86K | Sell |
1,479
-190
| -11% | -$11K | 0.07% | 529 |
|
|
2023
Q1 | $92K | Buy |
1,669
+700
| +72% | +$38.6K | 0.08% | 428 |
|
|
2022
Q4 | $44K | Buy |
969
+965
| +24,125% | +$43.8K | 0.04% | 778 |
|
|
2022
Q3 | $0 | Sell |
4
-5
| -56% | – | ﹤0.01% | 2437 |
|
|
2022
Q2 | $1K | Buy |
9
+3
| +50% | +$333 | ﹤0.01% | 1766 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 2386 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2299 |
|