TCI 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
Q2 | – | Sell |
-1
| Closed | -$56 | – | 1670 |
|
|
2023
Q1 | $56 | Buy |
+1
| New | +$56 | ﹤0.01% | 2440 |
|
|
2022
Q4 | – | Sell |
-64
| Closed | -$5K | – | 2621 |
|
|
2022
Q3 | $5K | Buy |
64
+1
| +2% | +$78 | ﹤0.01% | 1504 |
|
|
2022
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 1674 |
|
|
2022
Q1 | $4K | Sell |
63
-15
| -19% | -$952 | ﹤0.01% | 1764 |
|
|
2021
Q4 | $5K | Hold |
78
| – | – | ﹤0.01% | 1698 |
|
|
2021
Q3 | $6K | Hold |
78
| – | – | ﹤0.01% | 1479 |
|
|
2021
Q2 | $6K | Buy |
+78
| New | +$6K | ﹤0.01% | 1328 |
|