Concord Wealth Partners's ownership history for XLC

Concord Wealth Partners currently holds 585 shares with a market value of $69.2K. It started holding XLC on 2024-09-30. At its peak, it held 901 shares on 2024-12-31. Its highest holding value was $87.2K on 2024-12-31. At its lowest, it held 265 shares on 2024-09-30, with a value of $24.0K on 2024-09-30. In the recent 180 days, Concord Wealth Partners has decreased its shares by 316. In the recent year, Concord Wealth Partners has increased its shares by 320.