Oak Harbor Wealth Partners, LLC Consumer Staples Sector Spdr Transaction History

Oak Harbor Wealth Partners, LLC

  • $340 Million
  • Q4 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,906 shares of XLP stock, worth $144,932. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,906
Previous 644 195.96%
Holding current value
$144,932
Previous $48,000 200.0%
% of portfolio
0.04%
Previous 0.01%

Shares

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

Feb 07, 2025
BUY
N/A
1,262 Added 195.96%
1,906 $144,000
Q3 2024

Nov 06, 2024
SELL
$76.04 - $76.04 $27,374 - $27,374
-360 Reduced 35.86%
644 $48,000
Q2 2024

Jul 18, 2024
SELL
$73.08 - $78.4 $12,715 - $13,641
-174 Reduced 14.77%
1,004 $76,000
Q1 2024

Apr 23, 2024
SELL
$71.59 - $76.36 $21,763 - $23,213
-304 Reduced 20.51%
1,178 $89,000
Q4 2023

Feb 09, 2024
BUY
$66.22 - $72.3 $98,138 - $107,148
1,482 New
1,482 $106,000
Q2 2022

Jul 25, 2022
SELL
N/A
-78 Closed
0 $0
Q1 2022

May 11, 2022
BUY
N/A
78 New
78 $6,000

Others Institutions Holding XLP

# of Institutions
1,354
Shares Held
175M
Call Options Held
8.73M
Put Options Held
15.5M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email