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 $165,350. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,190
Previous 1,190 -0.0%
Holding current value
$165,350
Previous $173,000 959.54%
% of portfolio
0.03%
Previous 0.1%

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

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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