BCS Wealth Management's ownership history for XLE

BCS Wealth Management currently holds 2.9K shares with a market value of $255.7K. It started holding XLE on 2024-09-30. At its peak, it held 2.9K shares on 2025-06-30. Its highest holding value was $255.7K on 2025-09-30. At its lowest, it held 2.8K shares on 2024-12-31, with a value of $236 on 2024-12-31. In the recent 180 days, BCS Wealth Management has increased its shares by 101. In the recent year, BCS Wealth Management has increased its shares by 91.