MA Private Wealth's ownership history for XLE

MA Private Wealth currently holds 3.5K shares with a market value of $308.6K. It started holding XLE on 2024-09-30. At its peak, it held 11.4K shares on 2024-09-30. Its highest holding value was $1.1M on 2025-03-31. At its lowest, it held 3.5K shares on 2025-09-30, with a value of $308.6K on 2025-09-30. In the recent 180 days, MA Private Wealth has decreased its shares by 7.9K. In the recent year, MA Private Wealth has decreased its shares by 7.9K.