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

Joel Isaacson & Co., LLC currently holds 3.0K shares with a market value of $230.4K. It started holding XLP on 2024-09-30. At its peak, it held 3.0K shares on 2025-03-31. Its highest holding value was $244.6K on 2024-09-30. At its lowest, it held 2.9K shares on 2024-09-30, with a value of $230.4K on 2025-12-31. In the recent 180 days, Joel Isaacson & Co., LLC has increased its shares by 0. In the recent year, Joel Isaacson & Co., LLC has increased its shares by 8.