AIM
ESMT

Arcadia Investment Management’s EngageSmart, Inc. ESMT Stock Holding History

Arcadia Investment Management’s Portfolio ESMT Stock Details ESMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,447
Closed -$26K – 340
2023
Q3 		$26K Buy
1,447
+257
+22% +$4.62K 0.01% 245
2023
Q2 		$22.7K Sell
1,190
-1,559
-57% -$29.8K ﹤0.01% 270
2023
Q1 		$52.9K Buy
2,749
+1,559
+131% +$30K 0.01% 228
2022
Q4 		$20.9K Buy
+1,190
New +$20.9K ﹤0.01% 271