Bank of New York Mellon’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 |
-209,713
| Closed | -$4.8M | – | 4370 |
|
|
2023
Q4 | $4.8M | Buy |
209,713
+9,087
| +5% | +$208K | ﹤0.01% | 2390 |
|
|
2023
Q3 | $3.61M | Buy |
200,626
+12,991
| +7% | +$234K | ﹤0.01% | 2490 |
|
|
2023
Q2 | $3.58M | Buy |
187,635
+52,637
| +39% | +$1M | ﹤0.01% | 2498 |
|
|
2023
Q1 | $2.6M | Buy |
134,998
+3,860
| +3% | +$74.3K | ﹤0.01% | 2645 |
|
|
2022
Q4 | $2.31M | Buy |
131,138
+30,748
| +31% | +$541K | ﹤0.01% | 2778 |
|
|
2022
Q3 | $2.08M | Buy |
100,390
+25,354
| +34% | +$525K | ﹤0.01% | 2824 |
|
|
2022
Q2 | $1.21M | Buy |
75,036
+34,099
| +83% | +$549K | ﹤0.01% | 3120 |
|
|
2022
Q1 | $873K | Buy |
40,937
+8,833
| +28% | +$188K | ﹤0.01% | 3395 |
|
|
2021
Q4 | $774K | Buy |
+32,104
| New | +$774K | ﹤0.01% | 3533 |
|