Centric Wealth Management's ownership history for XLE

Centric Wealth Management currently holds 4.0K shares with a market value of $237.7K. It started holding XLE on 2024-09-30. At its peak, it held 40.8K shares on 2025-06-30. Its highest holding value was $3.5M on 2025-06-30. At its lowest, it held 4.0K shares on 2026-03-31, with a value of $237.7K on 2026-03-31. In the recent 180 days, Centric Wealth Management has decreased its shares by 14.7K. In the recent year, Centric Wealth Management has decreased its shares by 528.