Pines Wealth Management, LLC's ownership history for XLE

Pines Wealth Management, LLC currently holds 48.1K shares with a market value of $2.1M. It started holding XLE on 2024-12-31. At its peak, it held 48.1K shares on 2025-12-31. Its highest holding value was $2.1M on 2025-12-31. At its lowest, it held 20.3K shares on 2024-12-31, with a value of $1.6M on 2025-03-31. In the recent 180 days, Pines Wealth Management, LLC has increased its shares by 25.7K. In the recent year, Pines Wealth Management, LLC has increased its shares by 27.8K.