Global Retirement Partners’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7K | Buy |
+225
| New | +$34.7K | ﹤0.01% | 1973 |
|
|
2024
Q4 | – | Sell |
-10
| Closed | -$947 | – | 3747 |
|
|
2024
Q3 | $947 | Buy |
+10
| New | +$947 | ﹤0.01% | 3148 |
|
|
2022
Q4 | – | Sell |
-19
| Closed | -$2K | – | 3073 |
|
|
2022
Q3 | $2K | Buy |
19
+9
| +90% | +$947 | ﹤0.01% | 2287 |
|
|
2022
Q2 | $1K | Buy |
10
+5
| +100% | +$500 | ﹤0.01% | 2520 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2741 |
|
|
2019
Q4 | – | Sell |
-343
| Closed | -$14K | – | 1681 |
|
|
2019
Q3 | $14K | Hold |
343
| – | – | ﹤0.01% | 1035 |
|
|
2019
Q2 | $8K | Buy |
+343
| New | +$8K | ﹤0.01% | 1175 |
|