PJSIMP
P.J. Schmidt Investment Management (PJS)’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Sell |
18,720
-1,733
| -8% | -$88K | 0.16% | 81 |
|
|
2025
Q1 | $1.05M | Buy |
20,453
+1,544
| +8% | +$79.4K | 0.19% | 70 |
|
|
2024
Q4 | $1.01M | Sell |
18,909
-262
| -1% | -$14K | 0.18% | 71 |
|
|
2024
Q3 | $1.01M | Buy |
19,171
+816
| +4% | +$42.9K | 0.17% | 75 |
|
|
2024
Q2 | $913K | Buy |
18,355
+707
| +4% | +$35.2K | 0.17% | 76 |
|
|
2024
Q1 | $842K | Buy |
17,648
+10,055
| +132% | +$480K | 0.16% | 78 |
|
|
2023
Q4 | $337K | Buy |
7,593
+1,218
| +19% | +$54.1K | 0.07% | 138 |
|
|
2023
Q3 | $254K | Hold |
6,375
| – | – | 0.05% | 150 |
|
|
2023
Q2 | $270K | Sell |
6,375
-1,042
| -14% | -$44.2K | 0.05% | 146 |
|
|
2023
Q1 | $284K | Sell |
7,417
-2,345
| -24% | -$89.8K | 0.06% | 149 |
|
|
2022
Q4 | $366K | Buy |
9,762
+1,767
| +22% | +$66.2K | 0.08% | 119 |
|
|
2022
Q3 | $302K | Buy |
7,995
+50
| +0.6% | +$1.89K | 0.07% | 139 |
|
|
2022
Q2 | $299K | Buy |
+7,945
| New | +$299K | 0.07% | 141 |
|