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

Joel Isaacson & Co., LLC currently holds 58.9K shares with a market value of $2.6M. It started holding XLE on 2024-09-30. At its peak, it held 58.9K shares on 2025-12-31. Its highest holding value was $2.6M on 2025-12-31. 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 31.9K. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 35.9K.