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

Joel Isaacson & Co., LLC currently holds 3.5K shares with a market value of $386.6K. It started holding XLY on 2024-12-31. At its peak, it held 3.5K shares on 2026-03-31. Its highest holding value was $386.6K on 2026-03-31. At its lowest, it held 958 shares on 2024-12-31, with a value of $208.5K on 2025-06-30. In the recent 180 days, Joel Isaacson & Co., LLC has increased its shares by 2.6K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 2.6K.