Advisors Asset Management’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,057
| Closed | -$70K | – | 1450 |
|
|
2023
Q4 | $70K | Buy |
3,057
+535
| +21% | +$11.9K | ﹤0.01% | 1236 |
|
|
2023
Q3 | $45.4K | Buy |
2,522
+1,302
| +107% | +$23.2K | ﹤0.01% | 1287 |
|
|
2023
Q2 | $23.3K | Buy |
1,220
+914
| +299% | +$16.3K | ﹤0.01% | 1358 |
|
|
2023
Q1 | $5.89K | Buy |
+306
| New | +$5.92K | ﹤0.01% | 1435 |
|