Accredited Wealth Management, LLC's ownership history for XLE

Accredited Wealth Management, LLC currently holds 100 shares with a market value of $56.3K. It started holding XLE on 2024-12-31. At its peak, it held 630 shares on 2024-12-31. Its highest holding value was $58.9K on 2025-03-31. At its lowest, it held 100 shares on 2025-09-30, with a value of $53.4K on 2025-06-30. In the recent 180 days, Accredited Wealth Management, LLC has decreased its shares by 530.