Bernard Wealth Management Corp.'s ownership history for XLE

Bernard Wealth Management Corp. currently holds 395 shares with a market value of $17.7K. It started holding XLE on 2024-12-31. At its peak, it held 395 shares on 2025-12-31. Its highest holding value was $19.4K on 2024-12-31. At its lowest, it held 191 shares on 2025-03-31, with a value of $16.3K on 2025-06-30. In the recent 180 days, Bernard Wealth Management Corp. has increased its shares by 202. In the recent year, Bernard Wealth Management Corp. has increased its shares by 162.