J.M. Forbes & Co’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.9M | Buy |
|
|||||
|
2025
Q1 | $35.1M | Buy |
|
|||||
|
2024
Q4 | $31.1M | Buy |
|
|||||
|
2024
Q3 | $31.8M | Sell |
|
|||||
|
2024
Q2 | $33.3M | Buy |
|
|||||
|
2024
Q1 | $34.1M | Sell |
|
|||||
|
2023
Q4 | $30.6M | Buy |
|
|||||
|
2023
Q3 | $32.7M | Buy |
|
|||||
|
2023
Q2 | $29.3M | Buy |
|
|||||
|
2023
Q1 | $21.6M | Buy |
|
|||||
|
2022
Q4 | $22.7M | Buy |
|
|||||
|
2022
Q3 | $15.8M | Buy |
|
|||||
|
2022
Q2 | $15.4M | Buy |
|
|||||
|
2022
Q1 | $16.5M | Buy |
|
|||||
|
2021
Q4 | $11.9M | Buy |
|
|||||
|
2021
Q3 | $11.2M | Buy |
|
|||||
|
2021
Q2 | $11.5M | Buy |
|
|||||
|
2021
Q1 | $10.4M | Buy |
|