Exencial 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 |
-20,825
| Closed | -$1.98M | – | 234 |
|
|
2018
Q3 | $1.98M | Sell |
20,825
-259
| -1% | -$24.6K | 0.46% | 68 |
|
|
2018
Q2 | $1.63M | Buy |
21,084
+1,789
| +9% | +$138K | 0.45% | 64 |
|
|
2018
Q1 | $1.33M | Hold |
19,295
| – | – | 0.4% | 70 |
|
|
2017
Q4 | $1.44M | Buy |
19,295
+300
| +2% | +$22.4K | 0.43% | 67 |
|
|
2017
Q3 | $1.2M | Buy |
+18,995
| New | +$1.2M | 0.4% | 71 |
|