West Oak Capital, LLC Select Sector Spdr Fund Health Transaction History

West Oak Capital, LLC

  • $179 Million
  • Q2 2024

A detailed history of West Oak Capital, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, West Oak Capital, LLC holds 1,190 shares of XLV stock, worth $181,951. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,190
Previous 1,210 1.65%
Holding current value
$181,951
Previous $179,000 3.35%
% of portfolio
0.1%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$138.43 - $147.09 $2,768 - $2,941
-20 Reduced 1.65%
1,190 $173,000
Q1 2024

Apr 18, 2024
SELL
$138.48 - $147.86 $2,077 - $2,217
-15 Reduced 1.22%
1,210 $179,000
Q2 2021

Jul 20, 2021
SELL
$116.39 - $126.03 $3,491 - $3,780
-30 Reduced 2.39%
1,225 $154,000
Q3 2020

Oct 09, 2020
BUY
$100.71 - $109.44 $16,113 - $17,510
160 Added 14.61%
1,255 $132,000
Q3 2019

Oct 02, 2019
SELL
$89.33 - $92.0 $8,933 - $9,200
-100 Reduced 8.37%
1,095 $99,000
Q1 2018

Apr 05, 2018
BUY
N/A
1,195 New
1,195 $97.3 Million
Q4 2017

Jan 05, 2018
SELL
N/A
-1,285 Closed
0 $0
Q3 2017

Oct 10, 2017
BUY
N/A
1,285
1,285 $105 Million

Others Institutions Holding XLV

# of Institutions
1,857
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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