Compass Financial Services Inc's ownership history for XLE

Compass Financial Services Inc currently holds 3.8K shares with a market value of $167.9K. It started holding XLE on 2024-12-31. At its peak, it held 3.8K shares on 2025-12-31. Its highest holding value was $270.5K on 2025-03-31. At its lowest, it held 1.9K shares on 2025-06-30, with a value of $157.2K on 2025-06-30. In the recent 180 days, Compass Financial Services Inc has increased its shares by 1.9K. In the recent year, Compass Financial Services Inc has increased its shares by 1.3K.