GoalVest Advisory LLC's ownership history for XLY

GoalVest Advisory LLC currently holds 668 shares with a market value of $72.8K. It started holding XLY on 2024-12-31. At its peak, it held 998 shares on 2025-12-31. Its highest holding value was $119.6K on 2025-09-30. At its lowest, it held 499 shares on 2025-09-30, with a value of $72.8K on 2026-03-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 169. In the recent year, GoalVest Advisory LLC has increased its shares by 135.