Clear Perspective 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
Q3 | – | Sell |
-10,135
| Closed | -$783K | – | 482 |
|
2018
Q2 | $783K | Sell |
10,135
-229
| -2% | -$17.7K | 0.55% | 46 |
|
2018
Q1 | $716K | Sell |
10,364
-4,889
| -32% | -$338K | 0.53% | 49 |
|
2017
Q4 | $1.14M | Sell |
15,253
-1,585
| -9% | -$118K | 0.87% | 26 |
|
2017
Q3 | $1.07M | Sell |
16,838
-1,565
| -9% | -$99.1K | 0.87% | 28 |
|
2017
Q2 | $1.18M | Sell |
18,403
-1,210
| -6% | -$77.3K | 0.99% | 28 |
|
2017
Q1 | $1.29M | Sell |
19,613
-2,922
| -13% | -$193K | 0.85% | 26 |
|
2016
Q4 | $1.55M | Buy |
+22,535
| New | +$1.55M | 1.03% | 18 |
|