Caldwell Trust Co's ownership history for XLE

Caldwell Trust Co currently holds 4.5K shares with a market value of $401.3K. It started holding XLE on 2019-12-31. At its peak, it held 11.4K shares on 2021-09-30. Its highest holding value was $634.6K on 2021-12-31. At its lowest, it held 230 shares on 2020-12-31, with a value of $8.7K on 2020-12-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 490. In the recent year, Caldwell Trust Co has increased its shares by 836.