Palumbo Wealth Management LLC's ownership history for XLE

Palumbo Wealth Management LLC currently holds 9.9K shares with a market value of $606.3K. It started holding XLE on 2024-12-31. At its peak, it held 10.0K shares on 2025-12-31. Its highest holding value was $606.3K on 2026-03-31. At its lowest, it held 5.6K shares on 2025-06-30, with a value of $446.5K on 2025-12-31. In the recent 180 days, Palumbo Wealth Management LLC has increased its shares by 4.3K. In the recent year, Palumbo Wealth Management LLC has increased its shares by 4.1K.