SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,806
| Closed | -$213K | – | 206 |
|
|
2016
Q2 | $213K | Buy |
+2,806
| New | +$213K | 0.03% | 189 |
|
|
2016
Q1 | – | Sell |
-2,661
| Closed | -$233K | – | 216 |
|
|
2015
Q4 | $233K | Sell |
2,661
-100
| -4% | -$8.76K | 0.04% | 196 |
|
|
2015
Q3 | $224K | Sell |
2,761
-60
| -2% | -$4.87K | 0.04% | 191 |
|
|
2015
Q2 | $251K | Buy |
2,821
+139
| +5% | +$12.4K | 0.05% | 189 |
|
|
2015
Q1 | $233K | Hold |
2,682
| – | – | 0.04% | 194 |
|
|
2014
Q4 | $227K | Buy |
+2,682
| New | +$227K | 0.08% | 166 |
|