Mascoma 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 |
-226
| Closed | -$21K | – | 412 |
|
|
2018
Q3 | $21K | Hold |
226
| – | – | 0.01% | 235 |
|
|
2018
Q2 | $17K | Buy |
226
+5
| +2% | +$376 | 0.01% | 239 |
|
|
2018
Q1 | $15K | Sell |
221
-111
| -33% | -$7.53K | 0.01% | 248 |
|
|
2017
Q4 | $25K | Sell |
332
-358
| -52% | -$27K | 0.02% | 198 |
|
|
2017
Q3 | $44K | Buy |
690
+8
| +1% | +$510 | 0.03% | 157 |
|
|
2017
Q2 | $44K | Sell |
682
-151
| -18% | -$9.74K | 0.03% | 162 |
|
|
2017
Q1 | $55K | Hold |
833
| – | – | 0.04% | 136 |
|
|
2016
Q4 | $57K | Buy |
+833
| New | +$57K | 0.04% | 136 |
|