West Oak Capital, LLC Energy Sector Spdr Transaction History

West Oak Capital, LLC

  • $179 Million
  • Q2 2024

A detailed history of West Oak Capital, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, West Oak Capital, LLC holds 200 shares of XLE stock, worth $18,144. This represents 0.01% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$18,144
Previous $19,000 5.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 18, 2024
SELL
$79.91 - $94.41 $103,883 - $122,733
-1,300 Reduced 86.67%
200 $19,000
Q4 2023

Jan 17, 2024
SELL
$81.2 - $91.96 $3,248 - $3,678
-40 Reduced 2.6%
1,500 $124,000
Q4 2022

Jan 05, 2023
BUY
$76.09 - $94.08 $98,917 - $122,304
1,300 Added 541.67%
1,540 $135,000
Q1 2022

Apr 20, 2022
BUY
$57.22 - $78.75 $11,444 - $15,750
200 Added 500.0%
240 $18,000
Q1 2021

Apr 13, 2021
BUY
$37.96 - $53.57 $1,518 - $2,142
40 New
40 $2,000
Q4 2020

Jan 08, 2021
SELL
$27.71 - $41.6 $11,776 - $17,680
-425 Closed
0 $0
Q3 2020

Oct 09, 2020
SELL
$29.95 - $38.58 $8,236 - $10,609
-275 Reduced 39.29%
425 $13,000
Q3 2019

Oct 02, 2019
SELL
$59.2 - $63.13 $1,480 - $1,578
-25 Reduced 3.45%
700 $41,000
Q1 2019

Apr 03, 2019
SELL
N/A
-190 Reduced 20.77%
725 $48,000
Q4 2018

Jan 08, 2019
BUY
N/A
190 Added 26.21%
915 $52.5 Million
Q1 2018

Apr 05, 2018
BUY
N/A
725 New
725 $48.9 Million
Q4 2017

Jan 05, 2018
SELL
N/A
-745 Closed
0 $0
Q3 2017

Oct 10, 2017
BUY
N/A
745
745 $51 Million

Others Institutions Holding XLE

# of Institutions
2,065
Shares Held
241M
Call Options Held
47.3M
Put Options Held
75.8M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track West Oak Capital, LLC Portfolio

Follow West Oak Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Oak Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email