Balboa Wealth Partners's ownership history for XLE

Balboa Wealth Partners currently holds 55.8K shares with a market value of $2.5M. It started holding XLE on 2024-09-30. At its peak, it held 55.8K shares on 2025-12-31. Its highest holding value was $2.5M on 2025-12-31. At its lowest, it held 11.6K shares on 2024-09-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, Balboa Wealth Partners has increased its shares by 28.2K. In the recent year, Balboa Wealth Partners has increased its shares by 40.6K.