JMFC
J.M. Forbes & Co’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Hold |
82,117
| – | – | 1.11% | 32 |
|
|
2025
Q1 | $10.8M | Sell |
82,117
-1,256
| -2% | -$165K | 1.04% | 33 |
|
|
2024
Q4 | $11M | Sell |
83,373
-43
| -0.1% | -$5.67K | 1.06% | 34 |
|
|
2024
Q3 | $11.3M | Hold |
83,416
| – | – | 1.1% | 33 |
|
|
2024
Q2 | $10.2M | Sell |
83,416
-462
| -0.6% | -$56.3K | 1.04% | 33 |
|
|
2024
Q1 | $10.6M | Hold |
83,878
| – | – | 1.15% | 32 |
|
|
2023
Q4 | $9.56M | Sell |
83,878
-938
| -1% | -$107K | 1.11% | 35 |
|
|
2023
Q3 | $8.6M | Sell |
84,816
-977
| -1% | -$99K | 1.12% | 34 |
|
|
2023
Q2 | $9.21M | Buy |
+85,793
| New | +$9.21M | 1.15% | 32 |
|