Smallwood Wealth Investment Management, LLC's ownership history for XLE

Smallwood Wealth Investment Management, LLC currently holds 222 shares with a market value of $13.6K. It started holding XLE on 2025-03-31. At its peak, it held 222 shares on 2025-12-31. Its highest holding value was $13.6K on 2026-03-31. At its lowest, it held 111 shares on 2025-03-31, with a value of $9.9K on 2025-09-30. In the recent 180 days, Smallwood Wealth Investment Management, LLC has increased its shares by 111. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 111.