Ameriprise’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-45,586
| Closed | -$1.04M | – | 4008 |
|
|
2023
Q4 | $1.04M | Sell |
45,586
-89,966
| -66% | -$2.06M | ﹤0.01% | 3172 |
|
|
2023
Q3 | $2.44M | Sell |
135,552
-142,141
| -51% | -$2.56M | ﹤0.01% | 2731 |
|
|
2023
Q2 | $5.3M | Sell |
277,693
-9,556
| -3% | -$182K | ﹤0.01% | 2304 |
|
|
2023
Q1 | $5.53M | Sell |
287,249
-54,802
| -16% | -$1.05M | ﹤0.01% | 2248 |
|
|
2022
Q4 | $6.02M | Buy |
342,051
+76,302
| +29% | +$1.34M | ﹤0.01% | 2159 |
|
|
2022
Q3 | $5.5M | Sell |
265,749
-4,102
| -2% | -$84.9K | ﹤0.01% | 2146 |
|
|
2022
Q2 | $4.34M | Buy |
269,851
+23,271
| +9% | +$374K | ﹤0.01% | 2380 |
|
|
2022
Q1 | $5.26M | Buy |
246,580
+47,966
| +24% | +$1.02M | ﹤0.01% | 2387 |
|
|
2021
Q4 | $4.79M | Sell |
198,614
-1,386
| -0.7% | -$33.4K | ﹤0.01% | 2486 |
|
|
2021
Q3 | $6.81M | Buy |
+200,000
| New | +$6.81M | ﹤0.01% | 2166 |
|