IMZ Advisory Inc XLV Holdings History
IMZ Advisory Inc's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, IMZ Advisory Inc held 119,116.00 shares of Health Care Select Sector SPDR(XLV), totaling $17.39 Mil. This investment constitutes 7.89% of their stock portfolio, and IMZ Advisory Inc now holds 0.05% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2023Q4. And since then IMZ Advisory Inc has made 1 purchases of XLV, at an average price of $130.37, for a total of 154,565.00 shares. In addition, there have been 4 sales at an average price of $146.14 for 35,449.00 shares. Based on historical transaction data and XLV's current price of $135.50, IMZ Advisory Inc's estimated gain on his XLV holdings is $1.17 Mil, reflecting a 5.81% gain to date.
IMZ Advisory Inc XLV ($135.50) Holding Chart
IMZ Advisory Inc XLV ($135.50) 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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