PJSIMP
P.J. Schmidt Investment Management (PJS)’s iShares Short Treasury Bond ETF SHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,346
| Closed | -$259K | – | 176 |
|
|
2021
Q2 | $259K | Hold |
2,346
| – | – | 0.05% | 157 |
|
|
2021
Q1 | $259K | Sell |
2,346
-8,408
| -78% | -$928K | 0.05% | 151 |
|
|
2020
Q4 | $1.19M | Sell |
10,754
-350
| -3% | -$38.7K | 0.27% | 71 |
|
|
2020
Q3 | $1.23M | Buy |
+11,104
| New | +$1.23M | 0.3% | 63 |
|