DWM
ESMT

Dakota Wealth Management’s EngageSmart, Inc. ESMT Stock Holding History

Dakota Wealth Management’s Portfolio ESMT Stock Details ESMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,268
Closed -$185K – 712
2023
Q3 		$185K Buy
10,268
+153
+2% +$2.75K 0.01% 607
2023
Q2 		$193K Sell
10,115
-94
-0.9% -$1.79K 0.01% 590
2023
Q1 		$197K Buy
+10,209
New +$197K 0.01% 567