Legacy Wealth Managment, LLC/ID's ownership history for XLE

Legacy Wealth Managment, LLC/ID currently holds 307 shares with a market value of $18.8K. It started holding XLE on 2024-09-30. At its peak, it held 329 shares on 2025-09-30. Its highest holding value was $29.4K on 2025-09-30. At its lowest, it held 67 shares on 2025-03-31, with a value of $6.3K on 2025-03-31. In the recent 180 days, Legacy Wealth Managment, LLC/ID has decreased its shares by 22. In the recent year, Legacy Wealth Managment, LLC/ID has increased its shares by 240.