PJSIMP
P.J. Schmidt Investment Management (PJS)’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.74M | Buy |
80,515
+4,700
| +6% | +$510K | 1.51% | 17 |
|
|
2025
Q1 | $7.31M | Buy |
75,815
+2,711
| +4% | +$261K | 1.34% | 23 |
|
|
2024
Q4 | $7.08M | Buy |
73,104
+11,591
| +19% | +$1.12M | 1.23% | 26 |
|
|
2024
Q3 | $5.56M | Buy |
61,513
+4,399
| +8% | +$398K | 0.96% | 34 |
|
|
2024
Q2 | $4.89M | Buy |
57,114
+5,470
| +11% | +$469K | 0.89% | 34 |
|
|
2024
Q1 | $4.22M | Buy |
51,644
+42,938
| +493% | +$3.51M | 0.8% | 42 |
|
|
2023
Q4 | $676K | Buy |
+8,706
| New | +$676K | 0.13% | 84 |
|