BFEC
ESMT

Benjamin F. Edwards & Company’s EngageSmart, Inc. ESMT Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-232
Closed -$4K – 1932
2022
Q4 		$4K Hold
232
– – ﹤0.01% 1643
2022
Q3 		$5K Hold
232
– – ﹤0.01% 1578
2022
Q2 		$4K Hold
232
– – ﹤0.01% 1607
2022
Q1 		$5K Hold
232
– – ﹤0.01% 1544
2021
Q4 		$6K Buy
+232
New +$6K ﹤0.01% 1500