WJ Financial Advisors LLC's ownership history for XLE

WJ Financial Advisors LLC currently holds 4.5K shares with a market value of $272.7K. It started holding XLE on 2025-09-30. At its peak, it held 5.0K shares on 2025-12-31. Its highest holding value was $272.7K on 2026-03-31. At its lowest, it held 2.5K shares on 2025-09-30, with a value of $222.0K on 2025-12-31. In the recent 180 days, WJ Financial Advisors LLC has increased its shares by 1.9K.