Bernard Wealth Management Corp.'s ownership history for XLF

Bernard Wealth Management Corp. currently holds 545 shares with a market value of $29.9K. It started holding XLF on 2024-12-31. At its peak, it held 1.0K shares on 2025-03-31. Its highest holding value was $52.1K on 2025-03-31. At its lowest, it held 545 shares on 2025-06-30, with a value of $28.5K on 2025-06-30. In the recent 180 days, Bernard Wealth Management Corp. has increased its shares by 0. In the recent year, Bernard Wealth Management Corp. has decreased its shares by 386.