Family Firm, Inc.'s ownership history for XLE

Family Firm, Inc. currently holds 23.6K shares with a market value of $2.0M. It started holding XLE on 2024-09-30. At its peak, it held 73.6K shares on 2024-09-30. Its highest holding value was $2.2M on 2025-03-31. At its lowest, it held 23.6K shares on 2025-06-30, with a value of $2.0M on 2025-06-30. In the recent 180 days, Family Firm, Inc. has decreased its shares by 49.7K.