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Safir Wealth Advisors, LLC → IMO
Safir Wealth Advisors, LLC IMO Position History
Imperial Oil Limited • Energy
Quarters held
3
Latest value
$221K
Q3 2026
Peak value
$235K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $235K |
| Q2 2026 | $202K |
| Q3 2026 | $221K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $221K | 1.8K | — | — |
| Q2 2026 | $202K | 1.8K | — | — |
| Q1 2026 | $235K | 1.8K | — | — |