Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,542
| Closed | -$109K | – | 1184 |
|
|
2016
Q3 | $109K | Sell |
1,542
-303
| -16% | -$21.4K | 0.04% | 309 |
|
|
2016
Q2 | $140K | Buy |
1,845
+74
| +4% | +$5.62K | 0.05% | 266 |
|
|
2016
Q1 | $122K | Buy |
1,771
+410
| +30% | +$28.2K | 0.05% | 256 |
|
|
2015
Q4 | $119K | Buy |
1,361
+138
| +11% | +$12.1K | 0.05% | 262 |
|
|
2015
Q3 | $99K | Buy |
1,223
+213
| +21% | +$17.2K | 0.04% | 270 |
|
|
2015
Q2 | $90K | Sell |
1,010
-38
| -4% | -$3.39K | 0.03% | 292 |
|
|
2015
Q1 | $90K | Buy |
+1,048
| New | +$90K | 0.04% | 284 |
|