B. Riley Wealth Advisors’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 |
-5,059
| Closed | -$482K | – | 763 |
|
|
2018
Q3 | $482K | Sell |
5,059
-1,373
| -21% | -$131K | 0.06% | 361 |
|
|
2018
Q2 | $499K | Buy |
6,432
+490
| +8% | +$38K | 0.07% | 324 |
|
|
2018
Q1 | $412K | Sell |
5,942
-4,209
| -41% | -$292K | 0.06% | 359 |
|
|
2017
Q4 | $760K | Buy |
10,151
+4,275
| +73% | +$320K | 0.1% | 221 |
|
|
2017
Q3 | $374K | Sell |
5,876
-2,063
| -26% | -$131K | 0.06% | 327 |
|
|
2017
Q2 | $510K | Buy |
7,939
+115
| +1% | +$7.39K | 0.09% | 248 |
|
|
2017
Q1 | $518K | Buy |
7,824
+339
| +5% | +$22.4K | 0.1% | 228 |
|
|
2016
Q4 | $517K | Sell |
7,485
-304
| -4% | -$21K | 0.11% | 223 |
|
|
2016
Q3 | $551K | Sell |
7,789
-484
| -6% | -$34.2K | 0.11% | 236 |
|
|
2016
Q2 | $629K | Buy |
8,273
+904
| +12% | +$68.7K | 0.13% | 207 |
|
|
2016
Q1 | $506K | Buy |
7,369
+232
| +3% | +$15.9K | 0.12% | 222 |
|
|
2015
Q4 | $626K | Buy |
7,137
+20
| +0.3% | +$1.75K | 0.13% | 197 |
|
|
2015
Q3 | $580K | Buy |
7,117
+1,732
| +32% | +$141K | 0.14% | 205 |
|
|
2015
Q2 | $480K | Sell |
5,385
-2,395
| -31% | -$213K | 0.12% | 220 |
|
|
2015
Q1 | $675K | Sell |
7,780
-5,242
| -40% | -$455K | 0.16% | 159 |
|
|
2014
Q4 | $5.11K | Buy |
13,022
+5,117
| +65% | +$2.01K | 0.11% | 242 |
|
|
2014
Q3 | $558K | Sell |
7,905
-1,084
| -12% | -$76.5K | 0.15% | 184 |
|
|
2014
Q2 | $392K | Buy |
8,989
+7,096
| +375% | +$309K | 0.09% | 239 |
|
|
2014
Q1 | $142K | Sell |
1,893
-699
| -27% | -$52.4K | 0.04% | 510 |
|
|
2013
Q4 | $182K | Sell |
2,592
-219
| -8% | -$15.4K | 0.06% | 374 |
|
|
2013
Q3 | $174K | Buy |
2,811
+1,003
| +55% | +$62.1K | 0.06% | 384 |
|
|
2013
Q2 | $112K | Buy |
+1,808
| New | +$112K | 0.04% | 516 |
|