PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
6,490
-5,467
| -46% | -$385K | 0.08% | 134 |
|
|
2025
Q1 | $856K | Sell |
11,957
-9,809
| -45% | -$702K | 0.16% | 80 |
|
|
2024
Q4 | $1.43M | Sell |
21,766
-106
| -0.5% | -$6.95K | 0.25% | 59 |
|
|
2024
Q3 | $1.54M | Sell |
21,872
-453
| -2% | -$32K | 0.27% | 58 |
|
|
2024
Q2 | $1.47M | Sell |
22,325
-293
| -1% | -$19.3K | 0.27% | 59 |
|
|
2024
Q1 | $1.53M | Buy |
22,618
+15,195
| +205% | +$1.03M | 0.29% | 58 |
|
|
2023
Q4 | $1.43M | Sell |
7,423
-141
| -2% | -$27.1K | 0.28% | 59 |
|
|
2023
Q3 | $1.38M | Sell |
7,564
-62
| -0.8% | -$11.3K | 0.3% | 63 |
|
|
2023
Q2 | $1.56M | Sell |
7,626
-4
| -0.1% | -$820 | 0.31% | 62 |
|
|
2023
Q1 | $1.57M | Buy |
7,630
+3,844
| +102% | +$792K | 0.33% | 60 |
|
|
2022
Q4 | $768K | Buy |
3,786
+984
| +35% | +$200K | 0.17% | 79 |
|
|
2022
Q3 | $524K | Buy |
2,802
+292
| +12% | +$54.6K | 0.13% | 97 |
|
|
2022
Q2 | $511K | Buy |
+2,510
| New | +$511K | 0.11% | 106 |
|