Steward Partners Investment Advisory’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 |
-22,596
| Closed | -$2.15M | – | 2563 |
|
|
2018
Q3 | $2.15M | Buy |
22,596
+10,402
| +85% | +$988K | 0.1% | 211 |
|
|
2018
Q2 | $942K | Buy |
12,194
+3,656
| +43% | +$282K | 0.06% | 310 |
|
|
2018
Q1 | $589K | Sell |
8,538
-1,153
| -12% | -$79.5K | 0.04% | 386 |
|
|
2017
Q4 | $723K | Buy |
9,691
+2,307
| +31% | +$172K | 0.06% | 294 |
|
|
2017
Q3 | $467K | Sell |
7,384
-3,743
| -34% | -$237K | 0.05% | 309 |
|
|
2017
Q2 | $710K | Buy |
11,127
+9,194
| +476% | +$587K | 0.08% | 223 |
|
|
2017
Q1 | $127K | Sell |
1,933
-45
| -2% | -$2.96K | 0.02% | 394 |
|
|
2016
Q4 | $136K | Buy |
+1,978
| New | +$136K | 0.06% | 218 |
|