Glassman Wealth Services’s EngageSmart, Inc. ESMT Stock Holding History

Glassman Wealth Services’s Portfolio ESMT Stock Details ESMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-31	Closed	-$710	–	1971
2023 Q4	$710	Hold	31	–	–	﹤0.01%	1634
2023 Q3	$558	Hold	31	–	–	﹤0.01%	1710
2023 Q2	$592	Hold	31	–	–	﹤0.01%	1598
2023 Q1	$597	Hold	31	–	–	﹤0.01%	1583
2022 Q4	$546	Sell	31 -11	-26%	-$202	﹤0.01%	1608
2022 Q3	$1K	Buy	+42	New	+$823	﹤0.01%	1595

Glassman Wealth Services's ESMT Position: Q1 2024 in Review

Glassman Wealth Services sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 31 shares — an estimated $710 sold.

Glassman Wealth Services first reported a position in ESMT in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Glassman Wealth Services reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 31 EngageSmart, Inc. shares in Q1 2024, an estimated $710.
Glassman Wealth Services first reported a position in EngageSmart, Inc. in Q3 2022 and held it in 6 quarters.
Glassman Wealth Services's EngageSmart, Inc. position peaked at $1K in Q3 2022.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.