Carson Wealth (CWM LLC)
ESMT

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
2023
Q4 		$38K Sell
2023
Q3 		$39K Hold
2023
Q2 		$41K Hold
2023
Q1 		$42K Buy
2022
Q4 		$29K Buy
2022
Q3 		$27K Buy
2022
Q2 		$15K Buy