Covestor’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
2023
Q4
$205K Sell
2023
Q3
$179K Sell
2023
Q2
$190K Buy
2023
Q1
$76K Buy
2022
Q4
$50K Buy
2022
Q3
$0 Sell
2022
Q2
$0 Sell
2022
Q1
$0 Buy