GoalVest Advisory LLC's ownership history for XLE

GoalVest Advisory LLC currently holds 365 shares with a market value of $32.6K. It started holding XLE on 2024-09-30. At its peak, it held 920 shares on 2024-12-31. Its highest holding value was $78.8K on 2024-12-31. At its lowest, it held 212 shares on 2025-06-30, with a value of $18.0K on 2025-06-30. In the recent 180 days, GoalVest Advisory LLC has decreased its shares by 93. In the recent year, GoalVest Advisory LLC has decreased its shares by 530.