JMFC
J.M. Forbes & Co’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $993K | Hold |
11,305
| – | – | 0.09% | 80 |
|
|
2025
Q1 | $972K | Sell |
11,305
-173
| -2% | -$14.9K | 0.09% | 81 |
|
|
2024
Q4 | $966K | Hold |
11,478
| – | – | 0.09% | 82 |
|
|
2024
Q3 | $1.11M | Hold |
11,478
| – | – | 0.11% | 77 |
|
|
2024
Q2 | $1.01M | Sell |
11,478
-69
| -0.6% | -$6.09K | 0.1% | 79 |
|
|
2024
Q1 | $1.07M | Hold |
11,547
| – | – | 0.12% | 79 |
|
|
2023
Q4 | $988K | Sell |
11,547
-129
| -1% | -$11K | 0.11% | 76 |
|
|
2023
Q3 | $917K | Buy |
+11,676
| New | +$917K | 0.12% | 76 |
|