GWS
ESMT

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

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