Glassman Wealth Services’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 |
-575
| Closed | -$55K | – | 1084 |
|
2018
Q3 | $55K | Hold |
575
| – | – | 0.03% | 204 |
|
2018
Q2 | $44K | Buy |
575
+5
| +0.9% | +$383 | 0.02% | 199 |
|
2018
Q1 | $39K | Buy |
570
+555
| +3,700% | +$38K | 0.02% | 203 |
|
2017
Q4 | $1K | Buy |
15
+7
| +88% | +$467 | ﹤0.01% | 644 |
|
2017
Q3 | $1K | Sell |
8
-3
| -27% | -$375 | ﹤0.01% | 526 |
|
2017
Q2 | $1K | Buy |
11
+8
| +267% | +$727 | ﹤0.01% | 517 |
|
2017
Q1 | $0 | Sell |
3
-2
| -40% | – | ﹤0.01% | 741 |
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 747 |
|
2016
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 620 |
|