J.M. Forbes & Co’s Financial Select Sector SPDR Fund XLF Stock Holding History

J.M. Forbes & Co’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14.1M	Hold
2025 Q1	$13.4M	Sell
2024 Q4	$13.2M	Hold
2024 Q3	$12.4M	Hold
2024 Q2	$11.2M	Sell
2024 Q1	$11.6M	Hold
2023 Q4	$10.3M	Sell
2023 Q3	$9.21M	Buy
2023 Q2	$9.22M	Buy