IMZ Advisory Inc XLI Holdings History

Number of Shares
106,667.00
Current Holdings Value*
$13.98 Mil
% of Portfolio
6.34%
Total Estimate Gain
$5.03 Mil
% of Total Estimate Gain
40.73%

IMZ Advisory Inc's Industrial Select Sector SPDR Holding Summary

As of 2025-03-31, IMZ Advisory Inc held 106,667.00 shares of Industrial Select Sector SPDR(XLI), totaling $13.98 Mil. This investment constitutes 6.34% of their stock portfolio, and IMZ Advisory Inc now holds 0.07% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2023Q4. And since then IMZ Advisory Inc has made 2 purchases of XLI, at an average price of $105.35, for a total of 117,115.00 shares. In addition, there have been 3 sales at an average price of $126.27 for 10,448.00 shares. Based on historical transaction data and XLI's current price of $150.41, IMZ Advisory Inc's estimated gain on his XLI holdings is $5.03 Mil, reflecting a 40.73% gain to date.

IMZ Advisory Inc XLI ($150.41) Holding Chart

IMZ Advisory Inc XLI ($150.41) 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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