Willingdon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,275
| Closed | -$311K | – | 429 |
|
|
2018
Q3 | $311K | Buy |
3,275
+2,085
| +175% | +$198K | 0.08% | 118 |
|
|
2018
Q2 | $92K | Buy |
1,190
+20
| +2% | +$1.55K | 0.03% | 154 |
|
|
2018
Q1 | $81K | Hold |
1,170
| – | – | 0.03% | 146 |
|
|
2017
Q4 | $87K | Buy |
1,170
+200
| +21% | +$14.9K | 0.03% | 138 |
|
|
2017
Q3 | $61K | Buy |
+970
| New | +$61K | 0.02% | 147 |
|