Covestor’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 |
-8,964
| Closed | -$205K | – | 2935 |
|
|
2023
Q4 | $205K | Sell |
8,964
-1,012
| -10% | -$23.1K | 0.14% | 132 |
|
|
2023
Q3 | $179K | Sell |
9,976
-2
| -0% | -$36 | 0.14% | 144 |
|
|
2023
Q2 | $190K | Buy |
9,978
+6,045
| +154% | +$115K | 0.14% | 136 |
|
|
2023
Q1 | $76K | Buy |
3,933
+1,066
| +37% | +$20.6K | 0.07% | 532 |
|
|
2022
Q4 | $50K | Buy |
2,867
+2,853
| +20,379% | +$49.8K | 0.04% | 732 |
|
|
2022
Q3 | $0 | Sell |
14
-3
| -18% | – | ﹤0.01% | 2783 |
|
|
2022
Q2 | $0 | Sell |
17
-5
| -23% | – | ﹤0.01% | 2496 |
|
|
2022
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 2577 |
|