JMFC
J.M. Forbes & Co’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.24M | Hold |
42,527
| – | – | 0.85% | 38 |
|
|
2025
Q1 | $8.4M | Sell |
42,527
-650
| -2% | -$128K | 0.81% | 42 |
|
|
2024
Q4 | $9.69M | Hold |
43,177
| – | – | 0.93% | 36 |
|
|
2024
Q3 | $8.65M | Hold |
43,177
| – | – | 0.84% | 41 |
|
|
2024
Q2 | $7.88M | Sell |
43,177
-261
| -0.6% | -$47.6K | 0.81% | 43 |
|
|
2024
Q1 | $7.99M | Hold |
43,438
| – | – | 0.87% | 43 |
|
|
2023
Q4 | $7.77M | Sell |
43,438
-486
| -1% | -$86.9K | 0.9% | 41 |
|
|
2023
Q3 | $7.07M | Sell |
43,924
-967
| -2% | -$156K | 0.92% | 43 |
|
|
2023
Q2 | $7.62M | Buy |
+44,891
| New | +$7.62M | 0.95% | 39 |
|