PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares CMBS ETF CMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
+91,204
| New | +$4.44M | 0.77% | 41 |
|
|
2023
Q4 | – | Sell |
-75,815
| Closed | -$3.36M | – | 171 |
|
|
2023
Q3 | $3.36M | Sell |
75,815
-24,836
| -25% | -$1.1M | 0.72% | 42 |
|
|
2023
Q2 | $4.61M | Sell |
100,651
-36,113
| -26% | -$1.65M | 0.92% | 32 |
|
|
2023
Q1 | $6.39M | Buy |
136,764
+32,780
| +32% | +$1.53M | 1.34% | 23 |
|
|
2022
Q4 | $4.77M | Buy |
103,984
+38,126
| +58% | +$1.75M | 1.08% | 30 |
|
|
2022
Q3 | $2.96M | Buy |
65,858
+5,367
| +9% | +$241K | 0.71% | 41 |
|
|
2022
Q2 | $2.91M | Buy |
+60,491
| New | +$2.91M | 0.63% | 44 |
|