CFCI
ESMT

Comprehensive Financial Consultants Institutional’s EngageSmart, Inc. ESMT Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio ESMT Stock Details ESMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,056
Closed -$203K – 165
2022
Q3 		$203K Sell
10,056
-652
-6% -$13.2K 0.13% 152
2022
Q2 		$178K Sell
10,708
-409
-4% -$6.8K 0.13% 148
2022
Q1 		$231K Sell
11,117
-179
-2% -$3.72K 0.16% 143
2021
Q4 		$241K Buy
+11,296
New +$241K 0.15% 138