Carson Wealth (CWM LLC)’s EngageSmart, Inc. ESMT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ESMT Stock Details ESMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,662	Closed	-$38K	–	4880
2023 Q4	$38K	Sell	1,662 -500	-23%	-$11.1K	﹤0.01%	2351
2023 Q3	$39K	Hold	2,162	–	–	﹤0.01%	2233
2023 Q2	$41K	Hold	2,162	–	–	﹤0.01%	2129
2023 Q1	$42K	Buy	2,162 +491	+29%	+$9.5K	﹤0.01%	2000
2022 Q4	$29K	Buy	1,671 +378	+29%	+$6.94K	﹤0.01%	2122
2022 Q3	$27K	Buy	1,293 +382	+42%	+$7.49K	﹤0.01%	2038
2022 Q2	$15K	Buy	+911	New	+$18.1K	﹤0.01%	2337

Carson Wealth (CWM LLC)'s ESMT Position: Q1 2024 in Review

Carson Wealth (CWM LLC) sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 1,662 shares — an estimated $38K sold.

Carson Wealth (CWM LLC) first reported a position in ESMT in Q2 2022 and held it in 7 quarters. The position peaked at $42K in Q1 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Carson Wealth (CWM LLC) reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,662 EngageSmart, Inc. shares in Q1 2024, an estimated $38K.
Carson Wealth (CWM LLC) first reported a position in EngageSmart, Inc. in Q2 2022 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s EngageSmart, Inc. position peaked at $42K in Q1 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2024, filed 5 Apr 2024.