OneDigital Investment Advisors’s Esperion Therapeutics ESPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,095
| Closed | -$17.6K | – | 1026 |
|
|
2023
Q1 | $17.6K | Hold |
11,095
| – | – | ﹤0.01% | 957 |
|
|
2022
Q4 | $69.1K | Sell |
11,095
-14,000
| -56% | -$87.2K | ﹤0.01% | 800 |
|
|
2022
Q3 | $168K | Buy |
25,095
+3,000
| +14% | +$20.1K | 0.01% | 718 |
|
|
2022
Q2 | $141K | Sell |
22,095
-23,000
| -51% | -$147K | 0.01% | 670 |
|
|
2022
Q1 | $209K | Sell |
45,095
-10,000
| -18% | -$46.3K | 0.01% | 687 |
|
|
2021
Q4 | $275K | Buy |
55,095
+18,000
| +49% | +$89.8K | 0.01% | 609 |
|
|
2021
Q3 | $447K | Buy |
37,095
+20,500
| +124% | +$247K | 0.02% | 438 |
|
|
2021
Q2 | $351K | Sell |
16,595
-6,975
| -30% | -$148K | 0.01% | 501 |
|
|
2021
Q1 | $661K | Buy |
23,570
+12,020
| +104% | +$337K | 0.03% | 318 |
|
|
2020
Q4 | $300K | Buy |
11,550
+50
| +0.4% | +$1.3K | 0.02% | 480 |
|
|
2020
Q3 | $427K | Sell |
11,500
-2,500
| -18% | -$92.8K | 0.03% | 331 |
|
|
2020
Q2 | $718K | Sell |
14,000
-1,000
| -7% | -$51.3K | 0.05% | 247 |
|
|
2020
Q1 | $473K | Hold |
15,000
| – | – | 0.04% | 281 |
|
|
2019
Q4 | $894K | Buy |
15,000
+2,475
| +20% | +$148K | 0.07% | 206 |
|
|
2019
Q3 | $459K | Buy |
12,525
+2,525
| +25% | +$92.5K | 0.04% | 288 |
|
|
2019
Q2 | $465K | Buy |
+10,000
| New | +$465K | 0.04% | 269 |
|