SCHMIDT P J INVESTMENT MANAGEMENT INC IYK Holdings History
SCHMIDT P J INVESTMENT MANAGEMENT INC's iShares U.S. Consumer Staples ETF Holding Summary
As of 2025-03-31, SCHMIDT P J INVESTMENT MANAGEMENT INC held 11,957.00 shares of iShares U.S. Consumer Staples ETF(IYK), totaling $855,730.00. This investment constitutes 0.16% of their stock portfolio, and SCHMIDT P J INVESTMENT MANAGEMENT INC now holds 0.05% of the outstanding iShares U.S. Consumer Staples ETF(IYK) stock.
The initial trade took place in 2022Q2. And since then SCHMIDT P J INVESTMENT MANAGEMENT INC has made 5 purchases of IYK, at an average price of $66.07, for a total of 23,239.00 shares. In addition, there have been 7 sales at an average price of $67.67 for 11,282.00 shares. Based on historical transaction data and IYK's current price of $70.06, SCHMIDT P J INVESTMENT MANAGEMENT INC's estimated gain on his IYK holdings is $65,701.23, reflecting a 4.28% gain to date.
SCHMIDT P J INVESTMENT MANAGEMENT INC IYK ($70.06) Holding Chart
SCHMIDT P J INVESTMENT MANAGEMENT INC IYK ($70.06) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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