Joel Isaacson & Co., LLC's ownership history for XLE

Joel Isaacson & Co., LLC currently holds 59.4K shares with a market value of $3.6M. It started holding XLE on 2024-09-30. At its peak, it held 59.4K shares on 2026-03-31. Its highest holding value was $3.6M on 2026-03-31. At its lowest, it held 20.9K shares on 2024-09-30, with a value of $1.8M on 2024-09-30. In the recent 180 days, Joel Isaacson & Co., LLC has increased its shares by 32.4K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 32.5K.