Avondale Wealth Management's ownership history for XLE

Avondale Wealth Management currently holds 42.2K shares with a market value of $2.6M. It started holding XLE on 2024-09-30. At its peak, it held 42.2K shares on 2026-03-31. Its highest holding value was $2.8M on 2024-09-30. At its lowest, it held 26.4K shares on 2025-09-30, with a value of $1.8M on 2025-12-31. In the recent 180 days, Avondale Wealth Management has increased its shares by 15.8K. In the recent year, Avondale Wealth Management has increased its shares by 12.1K.