Bernard Wealth Management Corp.'s ownership history for XLI

Bernard Wealth Management Corp. currently holds 3.7K shares with a market value of $575.2K. It started holding XLI on 2024-12-31. At its peak, it held 3.8K shares on 2025-06-30. Its highest holding value was $575.2K on 2025-12-31. At its lowest, it held 317 shares on 2025-03-31, with a value of $41.5K on 2025-03-31. In the recent 180 days, Bernard Wealth Management Corp. has decreased its shares by 107. In the recent year, Bernard Wealth Management Corp. has increased its shares by 3.2K.