Whitegate Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-16,144
| Closed | -$1.06M | – | 178 |
|
|
2017
Q1 | $1.06M | Sell |
16,144
-822
| -5% | -$54.2K | 0.26% | 92 |
|
|
2016
Q4 | $1.17M | Sell |
16,966
-2,875
| -14% | -$198K | 0.31% | 79 |
|
|
2016
Q3 | $1.4M | Buy |
19,841
+200
| +1% | +$14.1K | 0.38% | 77 |
|
|
2016
Q2 | $1.49M | Buy |
+19,641
| New | +$1.49M | 0.41% | 74 |
|
|
2014
Q1 | $1.34M | Buy |
+19,466
| New | +$1.34M | 0.37% | 77 |
|