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

West Oak Capital, LLC

$2.83 Billion
Q4 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 $171,728. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,190

Previous 200 495.0%

Holding current value

$171,728

Previous $1.64 Million -0.0%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$136.28 - $154.74 $134,917 - $153,192	990 Added 495.0%	1,190 $1.64 Million
Q4 2024 Jan 10, 2025	SELL	$136.28 - $154.74 $134,917 - $153,192	-990 Reduced 83.19%	200 $1.64 Million
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

1,924

Shares Held

202M

Call Options Held

10.6M

Put Options Held

16.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

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