Disciplined Investments, LLC's ownership history for XLE

Disciplined Investments, LLC currently holds 11.1K shares with a market value of $679.1K. It started holding XLE on 2024-09-30. At its peak, it held 19.8K shares on 2024-12-31. Its highest holding value was $1.7M on 2024-09-30. At its lowest, it held 5.5K shares on 2025-09-30, with a value of $482.0K on 2025-06-30. In the recent 180 days, Disciplined Investments, LLC has increased its shares by 5.5K. In the recent year, Disciplined Investments, LLC has increased its shares by 5.3K.