Belpointe Asset Management LLC's ownership history for XLE

Belpointe Asset Management LLC currently holds 31.7K shares with a market value of $1.4M. It started holding XLE on 2024-09-30. At its peak, it held 55.4K shares on 2024-09-30. Its highest holding value was $4.9M on 2024-12-31. At its lowest, it held 16.5K shares on 2025-09-30, with a value of $1.4M on 2025-12-31. In the recent 180 days, Belpointe Asset Management LLC has increased its shares by 6.3K. In the recent year, Belpointe Asset Management LLC has decreased its shares by 21.6K.