IMZ Advisory Inc XLY Holdings History
IMZ Advisory Inc's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, IMZ Advisory Inc held 99,060.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $19.56 Mil. This investment constitutes 8.87% of their stock portfolio, and IMZ Advisory Inc now holds 0.1% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2023Q4. And since then IMZ Advisory Inc has made 4 purchases of XLY, at an average price of $172.50, for a total of 102,493.00 shares. In addition, there have been 1 sales at an average price of $214.12 for 3,433.00 shares. Based on historical transaction data and XLY's current price of $221.21, IMZ Advisory Inc's estimated gain on his XLY holdings is $4.97 Mil, reflecting a 28.10% gain to date.
IMZ Advisory Inc XLY ($221.21) Holding Chart
IMZ Advisory Inc XLY ($221.21) 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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