Carson Wealth (CWM LLC)’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 |
-1,662
| Closed | -$38K | – | 4874 |
|
|
2023
Q4 | $38K | Sell |
1,662
-500
| -23% | -$11.4K | ﹤0.01% | 2349 |
|
|
2023
Q3 | $39K | Hold |
2,162
| – | – | ﹤0.01% | 2232 |
|
|
2023
Q2 | $41K | Hold |
2,162
| – | – | ﹤0.01% | 2126 |
|
|
2023
Q1 | $42K | Buy |
2,162
+491
| +29% | +$9.54K | ﹤0.01% | 1998 |
|
|
2022
Q4 | $29K | Buy |
1,671
+378
| +29% | +$6.56K | ﹤0.01% | 2120 |
|
|
2022
Q3 | $27K | Buy |
1,293
+382
| +42% | +$7.98K | ﹤0.01% | 2036 |
|
|
2022
Q2 | $15K | Buy |
+911
| New | +$15K | ﹤0.01% | 2334 |
|