Schmidt P J Investment Management Inc Ishares Tr Ibonds Dec 2023 Ter Transaction History

Schmidt P J Investment Management Inc

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 20, 2023	SELL	$24.7 - $24.83 $26,848 - $26,990	-1,087 Reduced 2.5%	42,335 $1.05 Million
Q2 2023 Jul 26, 2023	SELL	$24.71 - $24.81 $185,028 - $185,777	-7,488 Reduced 14.71%	43,422 $1.08 Million
Q1 2023 Apr 28, 2023	BUY	$24.67 - $24.81 $770,764 - $775,138	31,243 Added 158.86%	50,910 $1.26 Million
Q4 2022 Feb 01, 2023	BUY	$24.66 - $24.75 $4,142 - $4,158	168 Added 0.86%	19,667 $485,000
Q3 2022 Oct 24, 2022	BUY	$24.75 - $24.95 $482,600 - $486,500	19,499 New	19,499 $482,000

529K

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