Coordinated Financial Services, Inc.'s ownership history for XLE

Coordinated Financial Services, Inc. currently holds 6.2K shares with a market value of $380.4K. It started holding XLE on 2024-12-31. At its peak, it held 6.2K shares on 2026-03-31. Its highest holding value was $415.5K on 2025-06-30. At its lowest, it held 3.1K shares on 2025-09-30, with a value of $277.1K on 2025-09-30. In the recent 180 days, Coordinated Financial Services, Inc. has increased its shares by 1.3K.