Martel Wealth Advisors Inc's ownership history for XLE

Martel Wealth Advisors Inc currently holds 3.7K shares with a market value of $229.1K. It started holding XLE on 2022-12-31. At its peak, it held 3.7K shares on 2026-03-31. Its highest holding value was $229.1K on 2026-03-31. At its lowest, it held 2.5K shares on 2022-12-31, with a value of $203.6K on 2023-06-30. In the recent 180 days, Martel Wealth Advisors Inc has increased its shares by 1.2K.