JMFC
J.M. Forbes & Co’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Hold |
74,904
| – | – | 0.28% | 61 |
|
|
2025
Q1 | $3.13M | Sell |
74,904
-1,146
| -2% | -$48K | 0.3% | 61 |
|
|
2024
Q4 | $3.09M | Hold |
76,050
| – | – | 0.3% | 62 |
|
|
2024
Q3 | $3.4M | Hold |
76,050
| – | – | 0.33% | 60 |
|
|
2024
Q2 | $2.92M | Sell |
76,050
-461
| -0.6% | -$17.7K | 0.3% | 59 |
|
|
2024
Q1 | $3.02M | Hold |
76,511
| – | – | 0.33% | 58 |
|
|
2023
Q4 | $3.07M | Sell |
76,511
-856
| -1% | -$34.3K | 0.36% | 58 |
|
|
2023
Q3 | $2.64M | Buy |
77,367
+9,850
| +15% | +$336K | 0.34% | 58 |
|
|
2023
Q2 | $2.55M | Buy |
+67,517
| New | +$2.55M | 0.32% | 59 |
|