JFS WEALTH ADVISORS, LLC's ownership history for XLE

JFS WEALTH ADVISORS, LLC currently holds 41.2K shares with a market value of $1.8M. It started holding XLE on 2024-09-30. At its peak, it held 41.2K shares on 2025-12-31. Its highest holding value was $2.1M on 2025-09-30. At its lowest, it held 17.7K shares on 2025-03-31, with a value of $1.6M on 2025-06-30. In the recent 180 days, JFS WEALTH ADVISORS, LLC has increased its shares by 22.6K. In the recent year, JFS WEALTH ADVISORS, LLC has increased its shares by 23.1K.