Pathstone Family Office’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $444K | Buy |
8,748
+943
| +12% | +$47.9K | ﹤0.01% | 1096 |
|
|
2023
Q2 | $453K | Sell |
7,805
-143
| -2% | -$8.3K | 0.01% | 793 |
|
|
2023
Q1 | $440K | Buy |
+7,948
| New | +$440K | 0.01% | 755 |
|
|
2022
Q4 | – | Sell |
-9,976
| Closed | -$836K | – | 1543 |
|
|
2022
Q3 | $836K | Buy |
9,976
+6,556
| +192% | +$549K | 0.01% | 836 |
|
|
2022
Q2 | $220K | Buy |
3,420
+104
| +3% | +$6.69K | ﹤0.01% | 922 |
|
|
2022
Q1 | $212K | Buy |
3,316
+76
| +2% | +$4.86K | ﹤0.01% | 878 |
|
|
2021
Q4 | $209K | Buy |
3,240
+6
| +0.2% | +$387 | 0.01% | 828 |
|
|
2021
Q3 | $261K | Buy |
3,234
+189
| +6% | +$15.3K | 0.01% | 719 |
|
|
2021
Q2 | $230K | Buy |
+3,045
| New | +$230K | 0.01% | 726 |
|