Caldwell Trust Co's ownership history for XLY

Caldwell Trust Co currently holds 901 shares with a market value of $215.9K. It started holding XLY on 2019-12-31. At its peak, it held 5.3K shares on 2022-09-30. Its highest holding value was $950.5K on 2022-03-31. At its lowest, it held 871 shares on 2023-09-30, with a value of $97.6K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 0. In the recent year, Caldwell Trust Co has decreased its shares by 400.