APPLETON PARTNERS INC/MA's ownership history for XLE

APPLETON PARTNERS INC/MA currently holds 543.5K shares with a market value of $24.3K. It started holding XLE on 2024-09-30. At its peak, it held 543.5K shares on 2025-12-31. Its highest holding value was $25.5K on 2025-03-31. At its lowest, it held 253.5K shares on 2024-09-30, with a value of $22.0K on 2024-12-31. In the recent 180 days, APPLETON PARTNERS INC/MA has increased its shares by 270.9K. In the recent year, APPLETON PARTNERS INC/MA has increased its shares by 287.1K.