WAM
Wakefield Asset Management’s Palomar PLMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,613
| Closed | -$721K | – | 177 |
|
|
2022
Q3 | $721K | Sell |
8,613
-4,491
| -34% | -$376K | 0.33% | 84 |
|
|
2022
Q2 | $844K | Buy |
13,104
+58
| +0.4% | +$3.74K | 0.36% | 72 |
|
|
2022
Q1 | $835K | Buy |
+13,046
| New | +$835K | 0.3% | 102 |
|
|
2020
Q4 | – | Sell |
-7,952
| Closed | -$829K | – | 181 |
|
|
2020
Q3 | $829K | Buy |
7,952
+20
| +0.3% | +$2.09K | 0.39% | 70 |
|
|
2020
Q2 | $680K | Buy |
+7,932
| New | +$680K | 0.32% | 78 |
|