Charles Schwab’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 |
-361,061
| Closed | -$8.27M | – | 3557 |
|
|
2023
Q4 | $8.27M | Buy |
361,061
+4,130
| +1% | +$94.6K | ﹤0.01% | 2085 |
|
|
2023
Q3 | $6.42M | Buy |
356,931
+68,648
| +24% | +$1.23M | ﹤0.01% | 2135 |
|
|
2023
Q2 | $5.5M | Buy |
288,283
+34,122
| +13% | +$651K | ﹤0.01% | 2206 |
|
|
2023
Q1 | $4.89M | Sell |
254,161
-5,307
| -2% | -$102K | ﹤0.01% | 2209 |
|
|
2022
Q4 | $4.57M | Buy |
259,468
+6,683
| +3% | +$118K | ﹤0.01% | 2258 |
|
|
2022
Q3 | $5.23M | Buy |
252,785
+176,099
| +230% | +$3.64M | ﹤0.01% | 2194 |
|
|
2022
Q2 | $1.23M | Buy |
76,686
+40,551
| +112% | +$653K | ﹤0.01% | 2714 |
|
|
2022
Q1 | $771K | Buy |
36,135
+1,404
| +4% | +$30K | ﹤0.01% | 2954 |
|
|
2021
Q4 | $838K | Buy |
+34,731
| New | +$838K | ﹤0.01% | 2972 |
|