JMFC
J.M. Forbes & Co’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.9M | Hold |
63,576
| – | – | 0.63% | 49 |
|
|
2025
Q1 | $6.13M | Sell |
63,576
-972
| -2% | -$93.7K | 0.59% | 53 |
|
|
2024
Q4 | $6.25M | Hold |
64,548
| – | – | 0.6% | 50 |
|
|
2024
Q3 | $5.84M | Hold |
64,548
| – | – | 0.57% | 53 |
|
|
2024
Q2 | $5.53M | Sell |
64,548
-391
| -0.6% | -$33.5K | 0.57% | 53 |
|
|
2024
Q1 | $5.3M | Hold |
64,939
| – | – | 0.57% | 52 |
|
|
2023
Q4 | $4.72M | Sell |
64,939
-726
| -1% | -$52.8K | 0.55% | 51 |
|
|
2023
Q3 | $4.31M | Sell |
65,665
-3,008
| -4% | -$197K | 0.56% | 54 |
|
|
2023
Q2 | $4.47M | Buy |
+68,673
| New | +$4.47M | 0.56% | 53 |
|