IMZ Advisory Inc XLU Holdings History
IMZ Advisory Inc's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, IMZ Advisory Inc held 68,168.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $5.38 Mil. This investment constitutes 2.44% of their stock portfolio, and IMZ Advisory Inc now holds 0.03% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2023Q4. And since then IMZ Advisory Inc has made 3 purchases of XLU, at an average price of $67.96, for a total of 87,248.00 shares. In addition, there have been 2 sales at an average price of $68.21 for 19,080.00 shares. Based on historical transaction data and XLU's current price of $82.37, IMZ Advisory Inc's estimated gain on his XLU holdings is $987,306.85, reflecting a 16.65% gain to date.
IMZ Advisory Inc XLU ($82.37) Holding Chart
IMZ Advisory Inc XLU ($82.37) 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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