Dakota Wealth Management’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
2,326
-635
| -21% | -$97.9K | 0.01% | 572 |
|
|
2025
Q1 | $406K | Sell |
2,961
-109
| -4% | -$14.9K | 0.01% | 552 |
|
|
2024
Q4 | $324K | Buy |
3,070
+92
| +3% | +$9.71K | 0.01% | 584 |
|
|
2024
Q3 | $282K | Sell |
2,978
-57
| -2% | -$5.4K | 0.01% | 603 |
|
|
2024
Q2 | $246K | Sell |
3,035
-185
| -6% | -$15K | 0.01% | 622 |
|
|
2024
Q1 | $270K | Buy |
+3,220
| New | +$270K | 0.01% | 605 |
|