Strategic Financial Concepts, LLC's ownership history for XLE

Strategic Financial Concepts, LLC currently holds 8.4K shares with a market value of $748.4K. It started holding XLE on 2024-09-30. At its peak, it held 798.4K shares on 2024-12-31. Its highest holding value was $1.8M on 2024-12-31. At its lowest, it held 6.9K shares on 2024-09-30, with a value of $606.8K on 2024-09-30. In the recent 180 days, Strategic Financial Concepts, LLC has decreased its shares by 7.5K. In the recent year, Strategic Financial Concepts, LLC has increased its shares by 1.5K.