J.M. Forbes & Co’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.24M	Hold
2025 Q1	$8.4M	Sell
2024 Q4	$9.69M	Hold
2024 Q3	$8.65M	Hold
2024 Q2	$7.88M	Sell
2024 Q1	$7.99M	Hold
2023 Q4	$7.77M	Sell
2023 Q3	$7.07M	Sell
2023 Q2	$7.62M	Buy