Credit Suisse’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 |
-267,944
| Closed | -$6.14M | – | 3059 |
|
|
2023
Q4 | $6.14M | Buy |
267,944
+222,503
| +490% | +$5.1M | 0.01% | 1212 |
|
|
2023
Q3 | $817K | Sell |
45,441
-4,417
| -9% | -$79.5K | ﹤0.01% | 2403 |
|
|
2023
Q2 | $952K | Buy |
+49,858
| New | +$952K | ﹤0.01% | 2396 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$18 | – | 3825 |
|
|
2022
Q4 | $18 | Sell |
1
-196
| -99% | -$3.53K | ﹤0.01% | 3661 |
|
|
2022
Q3 | $4K | Buy |
197
+122
| +163% | +$2.48K | ﹤0.01% | 3642 |
|
|
2022
Q2 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 3839 |
|