JFS 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 |
-1,084
| Closed | -$103K | – | 564 |
|
|
2018
Q3 | $103K | Sell |
1,084
-27
| -2% | -$2.57K | 0.03% | 195 |
|
|
2018
Q2 | $86K | Hold |
1,111
| – | – | 0.02% | 208 |
|
|
2018
Q1 | $77K | Sell |
1,111
-82
| -7% | -$5.68K | 0.02% | 213 |
|
|
2017
Q4 | $89K | Hold |
1,193
| – | – | 0.02% | 206 |
|
|
2017
Q3 | $76K | Hold |
1,193
| – | – | 0.02% | 204 |
|
|
2017
Q2 | $76K | Sell |
1,193
-57
| -5% | -$3.63K | 0.02% | 194 |
|
|
2017
Q1 | $86K | Hold |
1,250
| – | – | 0.02% | 180 |
|
|
2016
Q4 | $86K | Sell |
1,250
-121
| -9% | -$8.33K | 0.02% | 180 |
|
|
2016
Q3 | $97K | Sell |
1,371
-3,500
| -72% | -$248K | 0.03% | 180 |
|
|
2016
Q2 | $369K | Buy |
4,871
+3,500
| +255% | +$265K | 0.1% | 112 |
|
|
2016
Q1 | $94K | Hold |
1,371
| – | – | 0.03% | 180 |
|
|
2015
Q4 | $120K | Buy |
1,371
+9
| +0.7% | +$788 | 0.03% | 165 |
|
|
2015
Q3 | $110K | Buy |
+1,362
| New | +$110K | 0.05% | 144 |
|