Disciplined Investments’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$232 | – | 1165 |
|
|
2023
Q2 | $232 | Buy |
4
+1
| +33% | +$58 | ﹤0.01% | 1465 |
|
|
2023
Q1 | $166 | Buy |
3
+1
| +50% | +$55 | ﹤0.01% | 1517 |
|
|
2022
Q4 | $90 | Sell |
2
-2
| -50% | -$90 | ﹤0.01% | 1542 |
|
|
2022
Q3 | $0 | Buy |
4
+2
| +100% | – | ﹤0.01% | 1517 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1533 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1550 |
|