PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-13,840
| Closed | -$742K | – | 159 |
|
|
2014
Q3 | $742K | Buy |
13,840
+490
| +4% | +$26.3K | 0.3% | 83 |
|
|
2014
Q2 | $770K | Sell |
13,350
-788
| -6% | -$45.5K | 0.3% | 89 |
|
|
2014
Q1 | $802K | Buy |
14,138
+4,988
| +55% | +$283K | 0.32% | 84 |
|
|
2013
Q4 | $509K | Buy |
+9,150
| New | +$509K | 0.22% | 98 |
|