Portland Financial Advisors Inc's ownership history for XLU

Portland Financial Advisors Inc currently holds 4.7K shares with a market value of $214.8K. It started holding XLU on 2025-09-30. At its peak, it held 4.7K shares on 2026-03-31. Its highest holding value was $214.8K on 2026-03-31. At its lowest, it held 2.3K shares on 2025-09-30, with a value of $204.1K on 2025-09-30.