Compass Financial Services Inc's ownership history for XLE

Compass Financial Services Inc currently holds 1.9K shares with a market value of $166.6K. It started holding XLE on 2024-12-31. At its peak, it held 2.9K shares on 2025-03-31. Its highest holding value was $270.5K on 2025-03-31. At its lowest, it held 1.9K shares on 2025-06-30, with a value of $157.2K on 2025-06-30. In the recent 180 days, Compass Financial Services Inc has decreased its shares by 1.0K.