Marshall & Sterling Wealth Advisors Inc.'s ownership history for XLE

Marshall & Sterling Wealth Advisors Inc. currently holds 28 shares with a market value of $1.3K. It started holding XLE on 2024-12-31. At its peak, it held 108 shares on 2025-09-30. Its highest holding value was $9.6K on 2025-09-30. At its lowest, it held 14 shares on 2024-12-31, with a value of $1.2K on 2025-06-30. In the recent 180 days, Marshall & Sterling Wealth Advisors Inc. has increased its shares by 14. In the recent year, Marshall & Sterling Wealth Advisors Inc. has increased its shares by 14.