Regal Wealth Group’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 |
-756
| Closed | -$72K | – | 172 |
|
|
2018
Q3 | $72K | Hold |
756
| – | – | 0.05% | 66 |
|
|
2018
Q2 | $58K | Hold |
756
| – | – | 0.06% | 71 |
|
|
2018
Q1 | $52K | Hold |
756
| – | – | 0.04% | 74 |
|
|
2017
Q4 | $56K | Hold |
756
| – | – | 0.04% | 71 |
|
|
2017
Q3 | $48K | Sell |
756
-320
| -30% | -$20.3K | 0.04% | 74 |
|
|
2017
Q2 | $69K | Hold |
1,076
| – | – | 0.05% | 66 |
|
|
2017
Q1 | $71K | Sell |
1,076
-115
| -10% | -$7.59K | 0.05% | 63 |
|
|
2016
Q4 | $82K | Hold |
1,191
| – | – | 0.07% | 53 |
|
|
2016
Q3 | $84K | Hold |
1,191
| – | – | 0.08% | 47 |
|
|
2016
Q2 | $90K | Buy |
1,191
+115
| +11% | +$8.69K | 0.08% | 46 |
|
|
2016
Q1 | $74K | Hold |
1,076
| – | – | 0.07% | 53 |
|
|
2015
Q4 | $94K | Buy |
+1,076
| New | +$94K | 0.09% | 47 |
|