PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
13,483
-8,259
| -38% | -$253K | 0.07% | 144 |
|
|
2025
Q1 | $668K | Sell |
21,742
-3,450
| -14% | -$106K | 0.12% | 93 |
|
|
2024
Q4 | $792K | Buy |
25,192
+1,049
| +4% | +$33K | 0.14% | 84 |
|
|
2024
Q3 | $802K | Buy |
24,143
+477
| +2% | +$15.9K | 0.14% | 89 |
|
|
2024
Q2 | $747K | Buy |
23,666
+2,820
| +14% | +$89K | 0.14% | 85 |
|
|
2024
Q1 | $672K | Buy |
20,846
+3,467
| +20% | +$112K | 0.13% | 88 |
|
|
2023
Q4 | $556K | Buy |
17,379
+7,011
| +68% | +$224K | 0.11% | 97 |
|
|
2023
Q3 | $294K | Buy |
10,368
+3,230
| +45% | +$91.5K | 0.06% | 140 |
|
|
2023
Q2 | $221K | Hold |
7,138
| – | – | 0.04% | 164 |
|
|
2023
Q1 | $223K | Buy |
+7,138
| New | +$223K | 0.05% | 161 |
|