West Oak Capital, LLC Industrial Sector Spdr Transaction History

West Oak Capital, LLC

  • $2.83 Billion
  • Q4 2024

A detailed history of West Oak Capital, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, West Oak Capital, LLC holds 1,035 shares of XLI stock, worth $142,364. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,035
Previous 3,612 71.35%
Holding current value
$142,364
Previous $1.36 Million -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$131.76 - $143.99 $339,545 - $371,062
-2,577 Reduced 71.35%
1,035 $1.36 Million
Q4 2024

Jan 10, 2025
BUY
$131.76 - $143.99 $339,545 - $371,062
2,577 Added 248.99%
3,612 $1.36 Million
Q1 2024

Apr 18, 2024
SELL
$110.23 - $125.96 $5,952 - $6,801
-54 Reduced 4.96%
1,035 $130,000
Q2 2023

Jul 19, 2023
BUY
$96.85 - $107.32 $3,777 - $4,185
39 Added 3.71%
1,089 $116,000
Q3 2022

Oct 28, 2022
SELL
$82.84 - $100.53 $56,579 - $68,661
-683 Reduced 39.41%
1,050 $87,000
Q1 2022

Apr 20, 2022
SELL
$95.6 - $107.05 $3,346 - $3,746
-35 Reduced 1.98%
1,733 $178,000
Q4 2021

Jan 12, 2022
SELL
$98.64 - $107.12 $4,932 - $5,356
-50 Reduced 2.75%
1,768 $187,000
Q2 2021

Jul 20, 2021
BUY
$98.78 - $105.53 $4,939 - $5,276
50 Added 2.83%
1,818 $186,000
Q1 2018

Apr 05, 2018
BUY
N/A
1,768 New
1,768 $131 Million
Q4 2017

Jan 05, 2018
SELL
N/A
-1,500 Closed
0 $0
Q3 2017

Oct 10, 2017
BUY
N/A
1,500
1,500 $107 Million

Others Institutions Holding XLI

# of Institutions
1,535
Shares Held
141M
Call Options Held
23.2M
Put Options Held
38.8M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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