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 $16,914. This represents 0.0% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$16,914
Previous $18,000 877.78%
% of portfolio
0.0%
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

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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