Schmidt P J Investment Management Inc Schwab Strategic Us Tips ETF Transaction History

Schmidt P J Investment Management Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 01, 2023	SELL	$51.47 - $53.83 $374,856 - $392,043	-7,283 Reduced 63.01%	4,275 $221,000
Q3 2022 Oct 24, 2022	SELL	$51.8 - $57.88 $77,700 - $86,820	-1,500 Reduced 11.49%	11,558 $599,000
Q2 2022 Aug 24, 2022	SELL	$55.59 - $60.15 $31,130 - $33,684	-560 Reduced 4.11%	13,058 $738,000
Q1 2022 May 06, 2022	BUY	$59.94 - $62.99 $64,615 - $67,903	1,078 Added 8.6%	13,618 $0
Q4 2021 Feb 01, 2022	BUY	$62.25 - $63.89 $117,030 - $120,113	1,880 Added 17.64%	12,540 $773,000
Q2 2021 Jul 26, 2021	SELL	$61.03 - $62.53 $9,886 - $10,129	-162 Reduced 1.5%	10,660 $676,000
Q1 2021 Apr 30, 2021	BUY	$60.52 - $62.31 $89,509 - $92,156	1,479 Added 15.83%	10,822 $670,000
Q3 2020 Oct 28, 2020	BUY	$60.05 - $61.93 $561,047 - $578,611	9,343 New	9,343 $575,000

686

156M

60.2K

1.3K

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.