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STEWARD CAPITAL MANAGEMENT/: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEWARD CAPITAL MANAGEMENT/ on XLE, newest first. How the timeline and the estimate are built.

STEWARD CAPITAL MANAGEMENT/ held 2,675 XLE shares at 2014-09-30 per its 13F-HR filed 2014-10-15.

the latest 13F is the newest step

  1. period ended2014-09-30
    13F 2,675 shares
    Change vs previous 13F -225 shares

    0.65% of the 13F portfolio, value $243,000.

    13F-HR 0000919533-14-000004 filed by STEWARD 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 ended2014-06-30
    13F 2,900 shares
    Change vs previous 13F -150 shares

    0.62% of the 13F portfolio, value $291,000.

    13F-HR 0000919533-14-000003 filed by STEWARD 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 ended2014-03-31
    13F 3,050 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $272,000.

    13F-HR 0000919533-14-000002 filed by STEWARD 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 ended2013-12-31
    13F 3,050 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $270,000.

    13F-HR 0000919533-14-000001 filed by STEWARD 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 ended2013-09-30
    13F 3,050 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $253,000.

    13F-HR 0000919533-13-000005 filed by STEWARD 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 ended2013-06-30
    13F 3,050 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $239,000.

    13F-HR 0000919533-13-000004 filed by STEWARD CAPITAL MANAGEMENT/
    Filed (acceptance time not in the bulk data set), ingested

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