Occidental Asset Management, LLC's ownership history for XLP

Occidental Asset Management, LLC currently holds 7.7K shares with a market value of $595.9K. It started holding XLP on 2024-09-30. At its peak, it held 89.3K shares on 2025-06-30. Its highest holding value was $7.2M on 2025-06-30. At its lowest, it held 5.0K shares on 2024-09-30, with a value of $412.2K on 2024-09-30. In the recent 180 days, Occidental Asset Management, LLC has decreased its shares by 81.6K. In the recent year, Occidental Asset Management, LLC has increased its shares by 2.1K.