Bailard’s EngageSmart, Inc. ESMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-34,025
Closed -$612K 836
2023
Q3
$612K Buy
34,025
+4,750
+16% +$85.5K 0.02% 364
2023
Q2
$559K Buy
29,275
+17,775
+155% +$339K 0.02% 370
2023
Q1
$221K Buy
+11,500
New +$221K 0.01% 613