Glassman Wealth Services’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5
| Closed | -$278 | – | 1389 |
|
|
2023
Q4 | $278 | Hold |
5
| – | – | ﹤0.01% | 1836 |
|
|
2023
Q3 | $254 | Hold |
5
| – | – | ﹤0.01% | 1848 |
|
|
2023
Q2 | $290 | Hold |
5
| – | – | ﹤0.01% | 1745 |
|
|
2023
Q1 | $276 | Sell |
5
-13
| -72% | -$718 | ﹤0.01% | 1730 |
|
|
2022
Q4 | $813 | Buy |
+18
| New | +$813 | ﹤0.01% | 1487 |
|
|
2021
Q4 | – | Sell |
-7
| Closed | -$1K | – | 1842 |
|
|
2021
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1431 |
|