waypoint wealth counsel's ownership history for XLE

waypoint wealth counsel currently holds 4.8K shares with a market value of $427.3K. It started holding XLE on 2024-09-30. At its peak, it held 9.5K shares on 2024-09-30. Its highest holding value was $835.2K on 2024-09-30. At its lowest, it held 4.8K shares on 2025-03-31, with a value of $405.7K on 2025-06-30. In the recent 180 days, waypoint wealth counsel has increased its shares by 11. In the recent year, waypoint wealth counsel has decreased its shares by 4.7K.