J.M. Forbes & Co’s Health Care Select Sector SPDR Fund XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.3M	Hold
2025 Q1	$7.91M	Sell
2024 Q4	$7.57M	Hold
2024 Q3	$8.47M	Hold
2024 Q2	$8.02M	Sell
2024 Q1	$8.17M	Hold
2023 Q4	$7.55M	Sell
2023 Q3	$7.2M	Buy
2023 Q2	$5.33M	Buy