LWA
ESRX
Lowe Wealth Advisors’s Express Scripts Holding Company ESRX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-882
| Closed | -$84K | – | 320 |
|
2018
Q3 | $84K | Hold |
882
| – | – | 0.05% | 44 |
|
2018
Q2 | $68K | Hold |
882
| – | – | 0.04% | 48 |
|
2018
Q1 | $61K | Hold |
882
| – | – | 0.04% | 56 |
|
2017
Q4 | $66K | Sell |
882
-65
| -7% | -$4.86K | 0.04% | 56 |
|
2017
Q3 | $60K | Hold |
947
| – | – | 0.04% | 58 |
|
2017
Q2 | $60K | Hold |
947
| – | – | 0.04% | 55 |
|
2017
Q1 | $62K | Hold |
947
| – | – | 0.04% | 52 |
|
2016
Q4 | $65K | Hold |
947
| – | – | 0.04% | 53 |
|
2016
Q3 | $67K | Sell |
947
-6
| -0.6% | -$424 | 0.05% | 52 |
|
2016
Q2 | $72K | Hold |
953
| – | – | 0.05% | 48 |
|
2016
Q1 | $65K | Hold |
953
| – | – | 0.04% | 49 |
|
2015
Q4 | $83K | Hold |
953
| – | – | 0.06% | 44 |
|
2015
Q3 | $77K | Sell |
953
-1,321
| -58% | -$107K | 0.06% | 44 |
|
2015
Q2 | $202K | Hold |
2,274
| – | – | 0.14% | 32 |
|
2015
Q1 | $197K | Hold |
2,274
| – | – | 0.13% | 29 |
|
2014
Q4 | $193K | Buy |
+2,274
| New | +$193K | 0.14% | 27 |
|