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Weatherstone Capital Management: XLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weatherstone Capital Management on XLY, newest first. How the timeline and the estimate are built.

Weatherstone Capital Management held 3,441 XLY shares at 2019-03-31 per its 13F-HR filed 2019-04-16.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 3,441 shares
    Change vs previous 13F -230 shares

    0.41% of the 13F portfolio, value $392,000.

    13F-HR 0001535578-19-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2018-12-31
    13F/A 3,671 shares
    Change vs previous 13F -1,556 shares

    0.09% of the 13F portfolio, value $363,000.

    13F-HR 0001535578-19-000002 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2018-09-30
    13F 5,227 shares
    Change vs previous 13F -470 shares

    0.47% of the 13F portfolio, value $613,000.

    13F-HR 0001535578-18-000005 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2018-06-30
    13F 5,697 shares
    Change vs previous 13F +987 shares

    0.5% of the 13F portfolio, value $623,000.

    13F-HR 0001535578-18-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2018-03-31
    13F 4,710 shares
    Change vs previous 13F -2,890 shares

    0.36% of the 13F portfolio, value $477,000.

    13F-HR 0001535578-18-000003 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2017-12-31
    13F 7,600 shares
    Change vs previous 13F -952 shares

    0.5% of the 13F portfolio, value $750,000.

    13F-HR 0001535578-18-000001 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2017-09-30
    13F 8,552 shares
    Change vs previous 13F -417 shares

    0.53% of the 13F portfolio, value $770,000.

    13F-HR 0001535578-17-000004 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2017-06-30
    13F 8,969 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $804,000.

    13F-HR 0001535578-17-000003 filed by Weatherstone Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).