IMZ Advisory Inc XLP Holdings History
IMZ Advisory Inc's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, IMZ Advisory Inc held 100,451.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $8.20 Mil. This investment constitutes 3.72% of their stock portfolio, and IMZ Advisory Inc now holds 0.05% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2023Q4. And since then IMZ Advisory Inc has made 1 purchases of XLP, at an average price of $69.73, for a total of 125,414.00 shares. In addition, there have been 4 sales at an average price of $78.22 for 24,963.00 shares. Based on historical transaction data and XLP's current price of $80.89, IMZ Advisory Inc's estimated gain on his XLP holdings is $1.33 Mil, reflecting a 15.24% gain to date.
IMZ Advisory Inc XLP ($80.89) Holding Chart
IMZ Advisory Inc XLP ($80.89) 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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