Private Wealth Asset Management, LLC's ownership history for XLE

Private Wealth Asset Management, LLC currently holds 10.2K shares with a market value of $914.6K. It started holding XLE on 2025-03-31. At its peak, it held 11.9K shares on 2025-03-31. Its highest holding value was $1.1M on 2025-03-31. At its lowest, it held 10.1K shares on 2025-06-30, with a value of $854.8K on 2025-06-30. In the recent 180 days, Private Wealth Asset Management, LLC has decreased its shares by 1.7K.