IMZ Advisory Inc XLB Holdings History

Number of Shares
6,011.00
Current Holdings Value*
$516,800.00
% of Portfolio
0.23%
Total Estimate Gain
$331,305.84
% of Total Estimate Gain
11.58%

IMZ Advisory Inc's Materials Select Sector SPDR Holding Summary

As of 2025-03-31, IMZ Advisory Inc held 6,011.00 shares of Materials Select Sector SPDR(XLB), totaling $516,800.00. This investment constitutes 0.23% of their stock portfolio, and IMZ Advisory Inc now holds 0.01% of the outstanding Materials Select Sector SPDR(XLB) stock.

The initial trade took place in 2023Q4. And since then IMZ Advisory Inc has made 1 purchases of XLB, at an average price of $79.97, for a total of 35,777.00 shares. In addition, there have been 4 sales at an average price of $89.07 for 29,766.00 shares. Based on historical transaction data and XLB's current price of $90.01, IMZ Advisory Inc's estimated gain on his XLB holdings is $331,305.84, reflecting a 11.58% gain to date.

IMZ Advisory Inc XLB ($90.01) Holding Chart

IMZ Advisory Inc XLB ($90.01) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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