IFP Advisors’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.9K | Buy |
335
+284
| +557% | +$51.7K | ﹤0.01% | 1945 |
|
|
2025
Q1 | $6.99K | Buy |
51
+39
| +325% | +$5.35K | ﹤0.01% | 2702 |
|
|
2024
Q4 | $1.27K | Buy |
+12
| New | +$1.27K | ﹤0.01% | 3231 |
|
|
2023
Q1 | – | Sell |
-20
| Closed | -$2K | – | 4168 |
|
|
2022
Q4 | $2K | Sell |
20
-10
| -33% | -$1K | ﹤0.01% | 4200 |
|
|
2022
Q3 | $3K | Buy |
30
+10
| +50% | +$1K | ﹤0.01% | 4248 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 4167 |
|
|
2022
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 4167 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4243 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4016 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3917 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3754 |
|
|
2020
Q3 | – | Sell |
-554
| Closed | -$46K | – | 3627 |
|
|
2020
Q2 | $46K | Sell |
554
-37
| -6% | -$3.07K | ﹤0.01% | 1258 |
|
|
2020
Q1 | $34K | Buy |
+591
| New | +$34K | ﹤0.01% | 1283 |
|