Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,939
| Closed | -$279K | – | 386 |
|
|
2018
Q3 | $279K | Buy |
+2,939
| New | +$279K | 0.06% | 297 |
|
|
2018
Q2 | – | Sell |
-3,148
| Closed | -$217K | – | 338 |
|
|
2018
Q1 | $217K | Sell |
3,148
-1,806
| -36% | -$124K | 0.05% | 291 |
|
|
2017
Q4 | $370K | Buy |
4,954
+993
| +25% | +$74.2K | 0.13% | 212 |
|
|
2017
Q3 | $251K | Sell |
3,961
-25
| -0.6% | -$1.58K | 0.11% | 232 |
|
|
2017
Q2 | $254K | Sell |
3,986
-447
| -10% | -$28.5K | 0.13% | 209 |
|
|
2017
Q1 | $292K | Buy |
+4,433
| New | +$292K | 0.17% | 179 |
|