Keystone Wealth Services, LLC's ownership history for XLE

Keystone Wealth Services, LLC currently holds 13.9K shares with a market value of $852.8K. It started holding XLE on 2024-09-30. At its peak, it held 13.9K shares on 2026-03-31. Its highest holding value was $852.8K on 2026-03-31. At its lowest, it held 2.9K shares on 2025-03-31, with a value of $221.7K on 2025-12-31. In the recent 180 days, Keystone Wealth Services, LLC has increased its shares by 11.1K. In the recent year, Keystone Wealth Services, LLC has increased its shares by 8.0K.