Occidental Asset Management, LLC's ownership history for XLY

Occidental Asset Management, LLC currently holds 7.4K shares with a market value of $806.0K. It started holding XLY on 2024-09-30. At its peak, it held 36.7K shares on 2024-12-31. Its highest holding value was $8.2M on 2024-12-31. At its lowest, it held 2.2K shares on 2025-03-31, with a value of $440.8K on 2025-03-31. In the recent 180 days, Occidental Asset Management, LLC has increased its shares by 4.2K. In the recent year, Occidental Asset Management, LLC has increased its shares by 5.2K.