CALTON & ASSOCIATES, INC.'s ownership history for XLE

CALTON & ASSOCIATES, INC. currently holds 25.8K shares with a market value of $1.6M. It started holding XLE on 2024-09-30. At its peak, it held 27.5K shares on 2025-12-31. Its highest holding value was $1.6M on 2026-03-31. At its lowest, it held 2.6K shares on 2024-09-30, with a value of $281.3K on 2025-03-31. In the recent 180 days, CALTON & ASSOCIATES, INC. has increased its shares by 12.5K. In the recent year, CALTON & ASSOCIATES, INC. has increased its shares by 18.5K.