GWS
ESMT

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
2023
Q4 		$710 Hold
2023
Q3 		$558 Hold
2023
Q2 		$592 Hold
2023
Q1 		$597 Hold
2022
Q4 		$546 Sell
2022
Q3 		$1K Buy