A detailed history of Imz Advisory Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Imz Advisory Inc holds 63,404 shares of XLE stock, worth $5.97 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
63,404
Previous 78,468 19.2%
Holding current value
$5.97 Million
Previous $7.15 Billion 17.4%
% of portfolio
2.73%
Previous 3.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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