One Charles Private Wealth Services, LLC's ownership history for XLE

One Charles Private Wealth Services, LLC currently holds 15.7K shares with a market value of $701.4K. It started holding XLE on 2024-09-30. At its peak, it held 15.7K shares on 2025-12-31. Its highest holding value was $702.7K on 2025-09-30. At its lowest, it held 5.5K shares on 2025-03-31, with a value of $492.5K on 2024-12-31. In the recent 180 days, One Charles Private Wealth Services, LLC has increased its shares by 8.2K. In the recent year, One Charles Private Wealth Services, LLC has increased its shares by 9.9K.