A detailed history of West Oak Capital, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, West Oak Capital, LLC holds 433 shares of XLK stock, worth $96,061. This represents 0.05% of its overall portfolio holdings.

Number of Shares
433
Previous 433 -0.0%
Holding current value
$96,061
Previous $90,000 7.78%
% of portfolio
0.05%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

BUY
$160.19 - $193.07 $9,291 - $11,198
58 Added 15.47%
433 $83,000
Q1 2023

Apr 21, 2023

BUY
$121.18 - $151.01 $12,118 - $15,101
100 Added 36.36%
375 $56,000
Q4 2022

Jan 05, 2023

SELL
$116.56 - $136.15 $46,624 - $54,460
-400 Reduced 59.26%
275 $34,000
Q3 2022

Oct 28, 2022

BUY
$118.78 - $151.56 $47,512 - $60,624
400 Added 145.45%
675 $80,000
Q1 2022

Apr 20, 2022

SELL
$141.39 - $175.52 $14,138 - $17,552
-100 Reduced 26.67%
275 $44,000
Q1 2018

Apr 05, 2018

BUY
N/A
375 New
375 $24.5 Million
Q4 2017

Jan 05, 2018

SELL
N/A
-375 Closed
0 $0
Q3 2017

Oct 10, 2017

BUY
N/A
375
375 $22.2 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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