JMFC
J.M. Forbes & Co’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Hold |
268,854
| – | – | 1.29% | 24 |
|
|
2025
Q1 | $13.4M | Sell |
268,854
-4,111
| -2% | -$205K | 1.3% | 27 |
|
|
2024
Q4 | $13.2M | Hold |
272,965
| – | – | 1.27% | 26 |
|
|
2024
Q3 | $12.4M | Hold |
272,965
| – | – | 1.21% | 29 |
|
|
2024
Q2 | $11.2M | Sell |
272,965
-1,653
| -0.6% | -$68K | 1.15% | 30 |
|
|
2024
Q1 | $11.6M | Hold |
274,618
| – | – | 1.25% | 29 |
|
|
2023
Q4 | $10.3M | Sell |
274,618
-3,071
| -1% | -$115K | 1.2% | 30 |
|
|
2023
Q3 | $9.21M | Buy |
277,689
+4,086
| +1% | +$136K | 1.2% | 30 |
|
|
2023
Q2 | $9.22M | Buy |
+273,603
| New | +$9.22M | 1.15% | 30 |
|