Avantax Planning Partners’s Express Scripts Holding Company ESRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,813
| Closed | -$362K | – | 1431 |
|
|
2018
Q3 | $362K | Buy |
3,813
+489
| +15% | +$46.4K | 0.03% | 173 |
|
|
2018
Q2 | $257K | Sell |
3,324
-542
| -14% | -$41.9K | 0.02% | 199 |
|
|
2018
Q1 | $268K | Buy |
+3,866
| New | +$268K | 0.02% | 246 |
|
|
2017
Q4 | – | Sell |
-4,612
| Closed | -$292K | – | 367 |
|
|
2017
Q3 | $292K | Sell |
4,612
-150
| -3% | -$9.5K | 0.02% | 279 |
|
|
2017
Q2 | $304K | Buy |
4,762
+38
| +0.8% | +$2.43K | 0.03% | 253 |
|
|
2017
Q1 | $311K | Sell |
4,724
-146
| -3% | -$9.61K | 0.03% | 236 |
|
|
2016
Q4 | $335K | Buy |
+4,870
| New | +$335K | 0.04% | 212 |
|