IMZ Advisory Inc XLRE Holdings History
IMZ Advisory Inc's Real Estate Select Sector SPDR Fund (The) Holding Summary
As of 2025-03-31, IMZ Advisory Inc held 16,951.00 shares of Real Estate Select Sector SPDR Fund (The)(XLRE), totaling $709,400.00. This investment constitutes 0.32% of their stock portfolio, and IMZ Advisory Inc now holds 0.01% of the outstanding Real Estate Select Sector SPDR Fund (The)(XLRE) stock.
The initial trade took place in 2023Q4. And since then IMZ Advisory Inc has made 2 purchases of XLRE, at an average price of $37.95, for a total of 85,113.00 shares. In addition, there have been 3 sales at an average price of $41.02 for 68,162.00 shares. Based on historical transaction data and XLRE's current price of $41.72, IMZ Advisory Inc's estimated gain on his XLRE holdings is $272,852.23, reflecting a 8.45% gain to date.
IMZ Advisory Inc XLRE ($41.72) Holding Chart
IMZ Advisory Inc XLRE ($41.72) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
