YorkBridge Wealth Partners’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 |
-523
| Closed | -$50K | – | 796 |
|
|
2018
Q3 | $50K | Hold |
523
| – | – | 0.02% | 360 |
|
|
2018
Q2 | $40K | Hold |
523
| – | – | 0.02% | 389 |
|
|
2018
Q1 | $37K | Sell |
523
-288
| -36% | -$20.4K | 0.02% | 403 |
|
|
2017
Q4 | $60K | Sell |
811
-116
| -13% | -$8.58K | 0.03% | 357 |
|
|
2017
Q3 | $59K | Hold |
927
| – | – | 0.03% | 358 |
|
|
2017
Q2 | $59K | Hold |
927
| – | – | 0.03% | 356 |
|
|
2017
Q1 | $57K | Hold |
927
| – | – | 0.03% | 357 |
|
|
2016
Q4 | $71K | Buy |
+927
| New | +$71K | 0.04% | 301 |
|