J.M. Forbes & Co’s Utilities Select Sector SPDR Fund XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.49M	Sell
2025 Q1	$3.37M	Sell
2024 Q4	$3.28M	Hold
2024 Q3	$3.5M	Hold
2024 Q2	$2.95M	Sell
2024 Q1	$2.86M	Hold
2023 Q4	$2.76M	Sell
2023 Q3	$2.6M	Buy
2023 Q2	$2.66M	Buy