Castle Rock Wealth Management, LLC's ownership history for XLY

Castle Rock Wealth Management, LLC currently holds 937 shares with a market value of $225.0K. It started holding XLY on 2024-12-31. At its peak, it held 959 shares on 2024-12-31. Its highest holding value was $225.0K on 2025-09-30. At its lowest, it held 936 shares on 2025-06-30, with a value of $209.6K on 2025-06-30. In the recent 180 days, Castle Rock Wealth Management, LLC has decreased its shares by 22.