MILESTONE ASSET MANAGEMENT, LLC's ownership history for XLE

MILESTONE ASSET MANAGEMENT, LLC currently holds 11.4K shares with a market value of $511.7K. It started holding XLE on 2024-09-30. At its peak, it held 11.4K shares on 2025-12-31. Its highest holding value was $701.2K on 2024-09-30. At its lowest, it held 5.4K shares on 2025-09-30, with a value of $486.9K on 2025-09-30. In the recent 180 days, MILESTONE ASSET MANAGEMENT, LLC has increased its shares by 5.4K. In the recent year, MILESTONE ASSET MANAGEMENT, LLC has increased its shares by 4.8K.