West Coast Financial LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

West Coast Financial LLC

  • $824 Million
  • Q1 2024

A detailed history of West Coast Financial LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, West Coast Financial LLC holds 12,773 shares of SPYX stock, worth $581,171. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,773
Previous 13,695 6.73%
Holding current value
$581,171
Previous $531,000 2.82%
% of portfolio
0.07%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
SELL
$38.19 - $42.8 $35,211 - $39,461
-922 Reduced 6.73%
12,773 $546,000
Q4 2023

Jan 11, 2024
BUY
$33.41 - $38.98 $61,574 - $71,840
1,843 Added 15.55%
13,695 $531,000
Q3 2023

Nov 02, 2023
SELL
$34.55 - $37.33 $69,445 - $75,033
-2,010 Reduced 14.5%
11,852 $411,000
Q2 2023

Aug 08, 2023
SELL
$32.81 - $36.17 $118,444 - $130,573
-3,610 Reduced 20.66%
13,862 $501,000
Q1 2023

May 08, 2023
BUY
$31.18 - $96.11 $363,184 - $1.12 Million
11,648 Added 200.0%
17,472 $580,000
Q2 2022

Jul 11, 2022
BUY
N/A
23 Added 0.4%
5,824 $537,000
Q4 2021

Jan 19, 2022
SELL
N/A
-250 Reduced 4.13%
5,801 $683,000
Q1 2021

May 10, 2021
SELL
N/A
-152 Reduced 2.45%
6,051 $594,000
Q4 2020

Feb 03, 2021
BUY
N/A
492 Added 8.61%
6,203 $577,000
Q3 2020

Nov 05, 2020
BUY
N/A
584 Added 11.39%
5,711 $477,000
Q2 2020

Jul 13, 2020
SELL
N/A
-855 Reduced 14.29%
5,127 $391,000
Q1 2020

Apr 21, 2020
SELL
N/A
-1,208 Reduced 16.8%
5,982 $382,000
Q4 2019

Jan 17, 2020
SELL
N/A
-402 Reduced 5.3%
7,190 $567,000
Q2 2019

Jul 16, 2019
BUY
N/A
7,592 New
7,592 $543,000
Q3 2018

Oct 19, 2018
SELL
N/A
-3,047 Closed
0 $0
Q2 2018

Jul 16, 2018
BUY
N/A
3,047 New
3,047 $201,000

Others Institutions Holding SPYX

# of Institutions
208
Shares Held
19.5M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

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