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Cyndeo Wealth Partners’s Palomar PLMR Stock Holding History

Cyndeo Wealth Partners’s Portfolio PLMR Stock Details PLMR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,684
Closed -$254K – 460
2024
Q3 		$254K Hold
2,684
– – 0.02% 399
2024
Q2 		$218K Hold
2,684
– – 0.02% 374
2024
Q1 		$225K Buy
+2,684
New +$225K 0.02% 360