Compass Wealth Management, LLC/GA's ownership history for XLE

Compass Wealth Management, LLC/GA currently holds 32.5K shares with a market value of $2.9M. It started holding XLE on 2025-06-30. At its peak, it held 32.5K shares on 2025-09-30. Its highest holding value was $2.9M on 2025-09-30. At its lowest, it held 30.0K shares on 2025-06-30, with a value of $2.5M on 2025-06-30.