FORBES J M & CO LLP XLE Holdings History
FORBES J M & CO LLP's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, FORBES J M & CO LLP held 375,606.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $35.10 Mil. This investment constitutes 3.4% of their stock portfolio, and FORBES J M & CO LLP now holds 0.12% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2021Q1. And since then FORBES J M & CO LLP has made 15 purchases of XLE, at an average price of $62.22, for a total of 383,068.00 shares. In addition, there have been 2 sales at an average price of $87.43 for 7,462.00 shares. Based on historical transaction data and XLE's current price of $86.66, FORBES J M & CO LLP's estimated gain on his XLE holdings is $9.37 Mil, reflecting a 39.30% gain to date.
FORBES J M & CO LLP XLE ($86.66) Holding Chart
FORBES J M & CO LLP XLE ($86.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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