Brown Advisory’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 |
-62,822
| Closed | -$1.44M | – | 1305 |
|
|
2023
Q4 | $1.44M | Sell |
62,822
-1,568
| -2% | -$35.9K | ﹤0.01% | 691 |
|
|
2023
Q3 | $1.16M | Sell |
64,390
-224
| -0.3% | -$4.03K | ﹤0.01% | 714 |
|
|
2023
Q2 | $1.23M | Buy |
64,614
+7,098
| +12% | +$136K | ﹤0.01% | 711 |
|
|
2023
Q1 | $1.11M | Sell |
57,516
-368
| -0.6% | -$7.08K | ﹤0.01% | 729 |
|
|
2022
Q4 | $1.02M | Buy |
57,884
+500
| +0.9% | +$8.8K | ﹤0.01% | 745 |
|
|
2022
Q3 | $1.19M | Buy |
57,384
+23,174
| +68% | +$479K | ﹤0.01% | 671 |
|
|
2022
Q2 | $550K | Buy |
34,210
+13,310
| +64% | +$214K | ﹤0.01% | 830 |
|
|
2022
Q1 | $445K | Buy |
+20,900
| New | +$445K | ﹤0.01% | 885 |
|