Everence Capital Management’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,850
| Closed | -$364K | – | 985 |
|
|
2024
Q3 | $364K | Hold |
3,850
| – | – | 0.02% | 523 |
|
|
2024
Q2 | $303 | Hold |
3,850
| – | – | 0.02% | 541 |
|
|
2024
Q1 | $323 | Hold |
3,850
| – | – | 0.02% | 540 |
|
|
2023
Q4 | $214K | Buy |
+3,850
| New | +$214K | 0.02% | 683 |
|
|
2023
Q3 | – | Sell |
-3,850
| Closed | -$210K | – | 783 |
|
|
2023
Q2 | $210K | Hold |
3,850
| – | – | 0.02% | 634 |
|
|
2023
Q1 | $213 | Buy |
+3,850
| New | +$213 | 0.02% | 661 |
|
|
2022
Q4 | – | Sell |
-3,850
| Closed | -$322K | – | 793 |
|
|
2022
Q3 | $322K | Buy |
+3,850
| New | +$322K | 0.03% | 488 |
|
|
2021
Q4 | – | Sell |
-2,530
| Closed | -$204K | – | 786 |
|
|
2021
Q3 | $204K | Buy |
+2,530
| New | +$204K | 0.02% | 693 |
|
|
2021
Q2 | – | Sell |
-4,010
| Closed | -$269K | – | 741 |
|
|
2021
Q1 | $269K | Hold |
4,010
| – | – | 0.02% | 595 |
|
|
2020
Q4 | $356K | Buy |
4,010
+860
| +27% | +$76.3K | 0.03% | 447 |
|
|
2020
Q3 | $328K | Buy |
+3,150
| New | +$328K | 0.04% | 430 |
|