LGT Financial Advisors’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-44
| Closed | -$4.65K | – | 611 |
|
|
2024
Q4 | $4.65K | Hold |
44
| – | – | 0.01% | 565 |
|
|
2024
Q3 | $4.17K | Hold |
44
| – | – | 0.01% | 566 |
|
|
2024
Q2 | $3.57K | Hold |
44
| – | – | 0.01% | 651 |
|
|
2024
Q1 | $3.69K | Hold |
44
| – | – | ﹤0.01% | 669 |
|
|
2023
Q4 | $2.44K | Buy |
+44
| New | +$2.44K | ﹤0.01% | 782 |
|