JFS Wealth 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 | $2.78K | Buy |
18
+6
| +50% | +$926 | ﹤0.01% | 1296 |
|
|
2025
Q1 | $1.65K | Hold |
12
| – | – | ﹤0.01% | 1528 |
|
|
2024
Q4 | $1.27K | Hold |
12
| – | – | ﹤0.01% | 1628 |
|
|
2024
Q3 | $1.14K | Hold |
12
| – | – | ﹤0.01% | 1666 |
|
|
2024
Q2 | $974 | Hold |
12
| – | – | ﹤0.01% | 1671 |
|
|
2024
Q1 | $1.01K | Hold |
12
| – | – | ﹤0.01% | 1658 |
|
|
2023
Q4 | $666 | Buy |
12
+3
| +33% | +$167 | ﹤0.01% | 1747 |
|
|
2023
Q3 | $457 | Sell |
9
-2
| -18% | -$102 | ﹤0.01% | 1764 |
|
|
2023
Q2 | $639 | Hold |
11
| – | – | ﹤0.01% | 1712 |
|
|
2023
Q1 | $608 | Buy |
11
+2
| +22% | +$111 | ﹤0.01% | 1692 |
|
|
2022
Q4 | $406 | Sell |
9
-5
| -36% | -$226 | ﹤0.01% | 1765 |
|
|
2022
Q3 | $1K | Buy |
14
+5
| +56% | +$357 | ﹤0.01% | 1618 |
|
|
2022
Q2 | $1K | Sell |
9
-2
| -18% | -$222 | ﹤0.01% | 1612 |
|
|
2022
Q1 | $1K | Buy |
11
+7
| +175% | +$636 | ﹤0.01% | 1706 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1837 |
|