Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 10392 |
|
|
2023
Q4 | – | Sell |
-1,485
| Closed | -$26.7K | – | 10155 |
|
|
2023
Q3 | $26.7K | Hold |
1,485
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q2 | $28.3K | Buy |
1,485
+124
| +9% | +$2.37K | ﹤0.01% | 1321 |
|
|
2023
Q1 | $26.2K | Buy |
+1,361
| New | +$26.2K | ﹤0.01% | 1374 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 9330 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 9135 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 8964 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 8753 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 8436 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7964 |
|