Coastwise Capital Group, LLC's ownership history for XLE

Coastwise Capital Group, LLC currently holds 3.2K shares with a market value of $285.9K. It started holding XLE on 2024-09-30. At its peak, it held 3.4K shares on 2024-12-31. Its highest holding value was $295.4K on 2025-03-31. At its lowest, it held 3.0K shares on 2024-09-30, with a value of $260.7K on 2024-09-30. In the recent 180 days, Coastwise Capital Group, LLC has increased its shares by 39. In the recent year, Coastwise Capital Group, LLC has increased its shares by 230.