ESMT
Bank of America’s EngageSmart, Inc. ESMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-675,287
| Closed | -$15.5M | – | 7224 |
|
|
2023
Q4 | $15.5M | Buy |
675,287
+489,382
| +263% | +$11.2M | ﹤0.01% | 2020 |
|
|
2023
Q3 | $3.34M | Buy |
185,905
+32,407
| +21% | +$583K | ﹤0.01% | 3143 |
|
|
2023
Q2 | $2.93M | Buy |
153,498
+8,453
| +6% | +$161K | ﹤0.01% | 3267 |
|
|
2023
Q1 | $2.79M | Sell |
145,045
-14,260
| -9% | -$275K | ﹤0.01% | 3464 |
|
|
2022
Q4 | $2.8M | Buy |
159,305
+125,476
| +371% | +$2.21M | ﹤0.01% | 3405 |
|
|
2022
Q3 | $700K | Sell |
33,829
-34,414
| -50% | -$712K | ﹤0.01% | 4427 |
|
|
2022
Q2 | $1.1M | Buy |
68,243
+7,887
| +13% | +$127K | ﹤0.01% | 4178 |
|
|
2022
Q1 | $1.29M | Buy |
60,356
+16,813
| +39% | +$358K | ﹤0.01% | 4346 |
|
|
2021
Q4 | $1.05M | Buy |
43,543
+43,493
| +86,986% | +$1.05M | ﹤0.01% | 4480 |
|
|
2021
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 7008 |
|