PJSIMP
P.J. Schmidt Investment Management (PJS)’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Hold |
8,925
| – | – | 0.08% | 135 |
|
|
2025
Q1 | $408K | Hold |
8,925
| – | – | 0.07% | 126 |
|
|
2024
Q4 | $430K | Hold |
8,925
| – | – | 0.07% | 123 |
|
|
2024
Q3 | $422K | Hold |
8,925
| – | – | 0.07% | 129 |
|
|
2024
Q2 | $398K | Buy |
8,925
+2,400
| +37% | +$107K | 0.07% | 130 |
|
|
2024
Q1 | $279K | Hold |
6,525
| – | – | 0.05% | 151 |
|
|
2023
Q4 | $260K | Buy |
6,525
+525
| +9% | +$20.9K | 0.05% | 153 |
|
|
2023
Q3 | $208K | Hold |
6,000
| – | – | 0.04% | 164 |
|
|
2023
Q2 | $223K | Hold |
6,000
| – | – | 0.04% | 163 |
|
|
2023
Q1 | $201K | Buy |
+6,000
| New | +$201K | 0.04% | 168 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$201K | – | 178 |
|
|
2022
Q2 | $201K | Hold |
2,000
| – | – | 0.04% | 167 |
|
|
2022
Q1 | $202K | Hold |
2,000
| – | – | 0.04% | 166 |
|
|
2021
Q4 | $222K | Hold |
2,000
| – | – | 0.04% | 167 |
|
|
2021
Q3 | $226K | Hold |
2,000
| – | – | 0.04% | 165 |
|
|
2021
Q2 | $218K | Hold |
2,000
| – | – | 0.04% | 168 |
|
|
2021
Q1 | $208K | Buy |
+2,000
| New | +$208K | 0.04% | 167 |
|