Successful Portfolios LLC's ownership history for XLE

Successful Portfolios LLC currently holds 3.8K shares with a market value of $338.6K. It started holding XLE on 2024-09-30. At its peak, it held 3.8K shares on 2025-09-30. Its highest holding value was $338.6K on 2025-09-30. At its lowest, it held 3.5K shares on 2025-03-31, with a value of $298.5K on 2025-06-30. In the recent 180 days, Successful Portfolios LLC has increased its shares by 270. In the recent year, Successful Portfolios LLC has increased its shares by 50.