Charles Schwab’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-361,061
| Closed | -$8.27M | – | 3558 |
|
|
2023
Q4 | $8.27M | Buy |
361,061
+4,130
| +1% | +$91.6K | ﹤0.01% | 2086 |
|
|
2023
Q3 | $6.42M | Buy |
356,931
+68,648
| +24% | +$1.22M | ﹤0.01% | 2136 |
|
|
2023
Q2 | $5.5M | Buy |
288,283
+34,122
| +13% | +$607K | ﹤0.01% | 2207 |
|
|
2023
Q1 | $4.89M | Sell |
254,161
-5,307
| -2% | -$103K | ﹤0.01% | 2210 |
|
|
2022
Q4 | $4.57M | Buy |
259,468
+6,683
| +3% | +$123K | ﹤0.01% | 2259 |
|
|
2022
Q3 | $5.23M | Buy |
252,785
+176,099
| +230% | +$3.45M | ﹤0.01% | 2195 |
|
|
2022
Q2 | $1.23M | Buy |
76,686
+40,551
| +112% | +$805K | ﹤0.01% | 2715 |
|
|
2022
Q1 | $771K | Buy |
36,135
+1,404
| +4% | +$29.1K | ﹤0.01% | 2955 |
|
|
2021
Q4 | $838K | Buy |
+34,731
| New | +$960K | ﹤0.01% | 2973 |
|