Schmidt P J Investment Management Inc Ishares Core U.S. Aggregate Bo Transaction History

Schmidt P J Investment Management Inc

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 01, 2023	SELL	$93.63 - $99.69 $112,075 - $119,328	-1,197 Reduced 34.19%	2,304 $223,000
Q3 2022 Oct 24, 2022	SELL	$95.54 - $104.23 $500,534 - $546,060	-5,239 Reduced 59.94%	3,501 $328,000
Q2 2022 Aug 24, 2022	SELL	$99.01 - $106.84 $15.4 Million - $16.6 Million	-155,712 Reduced 94.69%	8,740 $887,000
Q1 2022 May 06, 2022	SELL	$106.1 - $113.3 $499,731 - $533,643	-4,710 Reduced 2.78%	164,452 $0
Q4 2021 Feb 01, 2022	SELL	$113.45 - $115.33 $274,549 - $279,098	-2,420 Reduced 1.41%	169,162 $18.9 Million
Q3 2021 Oct 27, 2021	BUY	$114.77 - $116.58 $434,863 - $441,721	3,789 Added 2.26%	171,582 $19.6 Million
Q2 2021 Jul 26, 2021	SELL	$113.78 - $115.33 $193,539 - $196,176	-1,701 Reduced 1.0%	167,793 $19.5 Million
Q1 2021 Apr 30, 2021	BUY	$113.42 - $118.04 $4.36 Million - $4.54 Million	38,453 Added 29.34%	169,494 $19.4 Million
Q4 2020 Feb 01, 2021	BUY	$117.06 - $118.42 $710,320 - $718,572	6,068 Added 4.86%	131,041 $15.4 Million
Q3 2020 Oct 28, 2020	BUY	$117.95 - $119.63 $14.7 Million - $15 Million	124,973 New	124,973 $14.7 Million

1,936

1.04B

68.7K

176K

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

Stay updated on Schmidt P J Investment Management Inc with notifications on news.