Ameritas Investment Partners’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 |
-4,794
| Closed | -$110K | – | 3107 |
|
|
2023
Q4 | $110K | Hold |
4,794
| – | – | ﹤0.01% | 1669 |
|
|
2023
Q3 | $86.2K | Buy |
4,794
+780
| +19% | +$14K | ﹤0.01% | 1759 |
|
|
2023
Q2 | $76.6K | Buy |
4,014
+1,397
| +53% | +$26.7K | ﹤0.01% | 1771 |
|
|
2023
Q1 | $50.4K | Hold |
2,617
| – | – | ﹤0.01% | 1976 |
|
|
2022
Q4 | $50.4K | Hold |
2,617
| – | – | ﹤0.01% | 2046 |
|
|
2022
Q3 | $54K | Hold |
2,617
| – | – | ﹤0.01% | 1925 |
|
|
2022
Q2 | $42K | Buy |
2,617
+1,377
| +111% | +$22.1K | ﹤0.01% | 2113 |
|
|
2022
Q1 | $26K | Hold |
1,240
| – | – | ﹤0.01% | 2449 |
|
|
2021
Q4 | $30K | Buy |
+1,240
| New | +$30K | ﹤0.01% | 2449 |
|