My Personal CFO, LLC's ownership history for XLE

My Personal CFO, LLC currently holds 3.3K shares with a market value of $200.0K. It started holding XLE on 2024-09-30. At its peak, it held 3.3K shares on 2026-03-31. Its highest holding value was $250.8K on 2025-03-31. At its lowest, it held 2.7K shares on 2024-12-31, with a value of $200.0K on 2026-03-31. In the recent 180 days, My Personal CFO, LLC has increased its shares by 581. In the recent year, My Personal CFO, LLC has increased its shares by 590.