Imz Advisory Inc Energy Sector Spdr Transaction History

Imz Advisory Inc

$219 Billion
Q4 2024

A detailed history of Imz Advisory Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Imz Advisory Inc holds 54,648 shares of XLE stock, worth $5.13 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

54,648

Previous 63,404 13.81%

Holding current value

$5.13 Million

Previous $5.91 Billion 20.77%

% of portfolio

2.14%

Previous 2.73%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$83.32 - $97.27 $729,549 - $851,696	-8,756 Reduced 13.81%	54,648 $4.68 Billion
Q3 2024 Oct 07, 2024	SELL	$84.35 - $93.39 $1.27 Million - $1.41 Million	-15,064 Reduced 19.2%	63,404 $5.91 Billion
Q2 2024 Jul 12, 2024	BUY	$88.04 - $98.08 $688,560 - $767,083	7,821 Added 11.07%	78,468 $7.15 Billion
Q1 2024 Apr 15, 2024	SELL	$79.91 - $94.41 $202,412 - $239,140	-2,533 Reduced 3.46%	70,647 $6.67 Billion
Q4 2023 Apr 02, 2024	BUY	$81.2 - $91.96 $5.94 Million - $6.73 Million	73,180 New	73,180 $6.26 Billion

Others Institutions Holding XLE

# of Institutions

2,038

Shares Held

235M

Call Options Held

45.7M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

More about XLE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Imz Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Imz Advisory Inc with notifications on news.

Account