Matrix Trust Co's ownership history for XLE

Matrix Trust Co currently holds 73.9K shares with a market value of $4.5K. It started holding XLE on 2024-09-30. At its peak, it held 92.2K shares on 2025-12-31. Its highest holding value was $4.6K on 2024-09-30. At its lowest, it held 42.9K shares on 2025-03-31, with a value of $4.0K on 2024-12-31. In the recent 180 days, Matrix Trust Co has increased its shares by 28.2K. In the recent year, Matrix Trust Co has increased its shares by 31.0K.