Avondale Wealth Management's ownership history for XLE

Avondale Wealth Management currently holds 39.9K shares with a market value of $1.8M. It started holding XLE on 2024-09-30. At its peak, it held 39.9K shares on 2025-12-31. Its highest holding value was $2.8M on 2024-09-30. At its lowest, it held 26.4K shares on 2025-09-30, with a value of $1.8M on 2025-12-31. In the recent 180 days, Avondale Wealth Management has increased its shares by 13.1K. In the recent year, Avondale Wealth Management has increased its shares by 12.0K.