PJSIMP
P.J. Schmidt Investment Management (PJS)’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
9,298
+3,198
| +52% | +$167K | 0.08% | 123 |
|
|
2025
Q1 | $304K | Sell |
6,100
-301
| -5% | -$15K | 0.06% | 149 |
|
|
2024
Q4 | $309K | Buy |
6,401
+720
| +13% | +$34.8K | 0.05% | 150 |
|
|
2024
Q3 | $257K | Hold |
5,681
| – | – | 0.04% | 167 |
|
|
2024
Q2 | $234K | Buy |
+5,681
| New | +$234K | 0.04% | 167 |
|