Glassman Wealth Services’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 |
-31
| Closed | -$710 | – | 1976 |
|
|
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% | -$194 | ﹤0.01% | 1608 |
|
|
2022
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1595 |
|