Capital Advisors Wealth Management, LLC's ownership history for XLE

Capital Advisors Wealth Management, LLC currently holds 15.4K shares with a market value of $1.4M. It started holding XLE on 2024-09-30. At its peak, it held 60.0K shares on 2025-03-31. Its highest holding value was $5.6M on 2025-03-31. At its lowest, it held 15.4K shares on 2025-09-30, with a value of $1.4M on 2025-09-30. In the recent 180 days, Capital Advisors Wealth Management, LLC has decreased its shares by 44.6K. In the recent year, Capital Advisors Wealth Management, LLC has decreased its shares by 40.3K.