B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-3,187
| Closed | -$258K | – | 176 |
|
|
2015
Q3 | $258K | Buy |
3,187
+100
| +3% | +$8.1K | 0.37% | 102 |
|
|
2015
Q2 | $274K | Buy |
3,087
+27
| +0.9% | +$2.4K | 0.22% | 131 |
|
|
2015
Q1 | $265K | Buy |
3,060
+2,670
| +685% | +$231K | 0.2% | 146 |
|
|
2014
Q4 | $33K | Hold |
390
| – | – | 0.03% | 476 |
|
|
2014
Q3 | $27K | Sell |
390
-3,279
| -89% | -$227K | 0.02% | 541 |
|
|
2014
Q2 | $254K | Buy |
3,669
+492
| +15% | +$34.1K | 0.16% | 169 |
|
|
2014
Q1 | $239K | Buy |
+3,177
| New | +$239K | 0.18% | 156 |
|