Capstone Investment Advisors
ESMT

Capstone Investment Advisors’s EngageSmart, Inc. ESMT Stock Holding History

Capstone Investment Advisors’s Portfolio ESMT Stock Details ESMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,000
Closed -$344K – 1573
2023
Q4 		$344K Sell
15,000
-5,921
-28% -$136K ﹤0.01% 654
2023
Q3 		$376K Buy
+20,921
New +$376K ﹤0.01% 696