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 $139,725. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,035
Previous 3,612 71.35%
Holding current value
$139,725
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
1,537
Shares Held
141M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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

Track West Oak Capital, LLC Portfolio

Follow West Oak Capital, 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 West Oak Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Oak Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email