Winch Advisory Services’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
Q4 | – | Sell |
-80
| Closed | -$6K | – | 314 |
|
|
2016
Q3 | $6K | Buy |
80
+7
| +10% | +$525 | ﹤0.01% | 187 |
|
|
2016
Q2 | $6K | Hold |
73
| – | – | 0.01% | 177 |
|
|
2016
Q1 | $5K | Buy |
+73
| New | +$5K | 0.01% | 159 |
|
|
2015
Q3 | – | Sell |
-9,762
| Closed | -$868K | – | 302 |
|
|
2015
Q2 | $868K | Sell |
9,762
-4,351
| -31% | -$387K | 0.47% | 58 |
|
|
2015
Q1 | $1.23M | Buy |
+14,113
| New | +$1.23M | 0.71% | 36 |
|
|
2014
Q4 | – | Sell |
-108
| Closed | -$8K | – | 206 |
|
|
2014
Q3 | $8K | Hold |
108
| – | – | 0.01% | 151 |
|
|
2014
Q2 | $7K | Hold |
108
| – | – | ﹤0.01% | 184 |
|
|
2014
Q1 | $8K | Buy |
+108
| New | +$8K | 0.01% | 192 |
|