Pine Harbor Wealth Management, LLC's ownership history for XLE

Pine Harbor Wealth Management, LLC currently holds 2.4K shares with a market value of $217.4K. It started holding XLE on 2024-09-30. At its peak, it held 2.8K shares on 2025-03-31. Its highest holding value was $258.2K on 2025-03-31. At its lowest, it held 2.4K shares on 2025-06-30, with a value of $205.4K on 2025-06-30. In the recent 180 days, Pine Harbor Wealth Management, LLC has decreased its shares by 330. In the recent year, Pine Harbor Wealth Management, LLC has decreased its shares by 303.