Joel Isaacson & Co., LLC's ownership history for XLE

Joel Isaacson & Co., LLC currently holds 27.0K shares with a market value of $2.4M. It started holding XLE on 2024-09-30. At its peak, it held 27.0K shares on 2025-09-30. Its highest holding value was $2.5M on 2025-03-31. At its lowest, it held 20.9K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, Joel Isaacson & Co., LLC has increased its shares by 148. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 6.2K.