Kapstone Financial Advisors LLC's ownership history for XLE

Kapstone Financial Advisors LLC currently holds 4.5K shares with a market value of $398.0K. It started holding XLE on 2024-09-30. At its peak, it held 12.4K shares on 2024-09-30. Its highest holding value was $1.1M on 2024-09-30. At its lowest, it held 4.5K shares on 2025-09-30, with a value of $398.0K on 2025-09-30. In the recent 180 days, Kapstone Financial Advisors LLC has decreased its shares by 3.5K. In the recent year, Kapstone Financial Advisors LLC has decreased its shares by 8.0K.