Sutton Wealth Advisors’s Palomar PLMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-512
| Closed | -$23.1K | – | 1364 |
|
|
2022
Q4 | $23.1K | Buy |
512
+8
| +2% | +$361 | 0.01% | 644 |
|
|
2022
Q3 | $42.2K | Buy |
504
+2
| +0.4% | +$167 | 0.02% | 417 |
|
|
2022
Q2 | $32.3K | Buy |
502
+164
| +49% | +$10.6K | 0.01% | 514 |
|
|
2022
Q1 | $21.6K | Sell |
338
-28
| -8% | -$1.79K | 0.01% | 685 |
|
|
2021
Q4 | $23.7K | Buy |
366
+10
| +3% | +$648 | 0.01% | 656 |
|
|
2021
Q3 | $28.8K | Hold |
356
| – | – | 0.01% | 577 |
|
|
2021
Q2 | $26.9K | Buy |
356
+97
| +37% | +$7.32K | 0.01% | 613 |
|
|
2021
Q1 | $17.4K | Buy |
259
+196
| +311% | +$13.1K | 0.01% | 709 |
|
|
2020
Q4 | $5.6K | Sell |
63
-117
| -65% | -$10.4K | ﹤0.01% | 955 |
|
|
2020
Q3 | $18.8K | Buy |
+180
| New | +$18.8K | 0.01% | 564 |
|