HWA
ESMT

HCR Wealth Advisors’s EngageSmart, Inc. ESMT Stock Holding History

HCR Wealth Advisors’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
2023
Q3 		– Sell
2023
Q2 		$490K Sell
2023
Q1 		$783K Sell
2022
Q4 		$1.65M Hold
2022
Q3 		$1.94M Hold
2022
Q2 		$1.51M Buy