EI
ESMT

Ellevest Inc’s EngageSmart, Inc. ESMT Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-15
Closed -$289 – 1799
2023
Q1 		$289 Hold
15
– – ﹤0.01% 1732
2022
Q4 		$264 Sell
15
-53
-78% -$933 ﹤0.01% 1703
2022
Q3 		$1K Buy
+68
New +$1K ﹤0.01% 1553