IMZ Advisory Inc XLF Holdings History
IMZ Advisory Inc's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, IMZ Advisory Inc held 497,852.00 shares of Financial Select Sector SPDR(XLF), totaling $24.80 Mil. This investment constitutes 11.25% of their stock portfolio, and IMZ Advisory Inc now holds 0.05% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2023Q4. And since then IMZ Advisory Inc has made 4 purchases of XLF, at an average price of $35.85, for a total of 508,621.00 shares. In addition, there have been 1 sales at an average price of $43.64 for 10,769.00 shares. Based on historical transaction data and XLF's current price of $52.52, IMZ Advisory Inc's estimated gain on his XLF holdings is $8.38 Mil, reflecting a 45.98% gain to date.
IMZ Advisory Inc XLF ($52.52) Holding Chart
IMZ Advisory Inc XLF ($52.52) 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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