NewEdge 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 | $110K | Buy |
713
+235
| +49% | +$36.2K | ﹤0.01% | 2390 |
|
2025
Q1 | $65.5K | Buy |
+478
| New | +$65.5K | ﹤0.01% | 2453 |
|
2023
Q1 | – | Sell |
-137
| Closed | -$6.19K | – | 3955 |
|
2022
Q4 | $6.19K | Buy |
+137
| New | +$6.19K | ﹤0.01% | 2523 |
|
2020
Q4 | – | Sell |
-3,953
| Closed | -$412K | – | 1060 |
|
2020
Q3 | $412K | Buy |
3,953
+387
| +11% | +$40.3K | 0.01% | 633 |
|
2020
Q2 | $306K | Buy |
+3,566
| New | +$306K | 0.01% | 668 |
|