BWA
ESRX
Burt Wealth Advisors’s Express Scripts Holding Company ESRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,463
| Closed | -$139K | – | 416 |
|
|
2018
Q3 | $139K | Hold |
1,463
| – | – | 0.06% | 112 |
|
|
2018
Q2 | $113K | Hold |
1,463
| – | – | 0.05% | 118 |
|
|
2018
Q1 | $101K | Hold |
1,463
| – | – | 0.05% | 122 |
|
|
2017
Q4 | $109K | Sell |
1,463
-59
| -4% | -$4.4K | 0.07% | 120 |
|
|
2017
Q3 | $96K | Sell |
1,522
-174
| -10% | -$11K | 0.06% | 128 |
|
|
2017
Q2 | $108K | Buy |
1,696
+174
| +11% | +$11.1K | 0.07% | 115 |
|
|
2017
Q1 | $100K | Hold |
1,522
| – | – | 0.07% | 111 |
|
|
2016
Q4 | $105K | Sell |
1,522
-38
| -2% | -$2.62K | 0.09% | 111 |
|
|
2016
Q3 | $110K | Sell |
1,560
-75
| -5% | -$5.29K | 0.12% | 94 |
|
|
2016
Q2 | $123K | Sell |
1,635
-39
| -2% | -$2.93K | 0.14% | 84 |
|
|
2016
Q1 | $115K | Buy |
1,674
+39
| +2% | +$2.68K | 0.1% | 96 |
|
|
2015
Q4 | $142K | Hold |
1,635
| – | – | 0.11% | 80 |
|
|
2015
Q3 | $132K | Buy |
1,635
+75
| +5% | +$6.06K | 0.16% | 71 |
|
|
2015
Q2 | $138K | Hold |
1,560
| – | – | 0.15% | 79 |
|
|
2015
Q1 | $135K | Hold |
1,560
| – | – | 0.14% | 73 |
|
|
2014
Q4 | $132K | Buy |
+1,560
| New | +$132K | 0.14% | 81 |
|