Portus Wealth Advisors, LLC's ownership history for XLY

Portus Wealth Advisors, LLC currently holds 1.3K shares with a market value of $140.1K. It started holding XLY on 2025-09-30. At its peak, it held 1.8K shares on 2025-12-31. Its highest holding value was $218.1K on 2025-09-30. At its lowest, it held 910 shares on 2025-09-30, with a value of $140.1K on 2026-03-31. In the recent 180 days, Portus Wealth Advisors, LLC has increased its shares by 376.