HCR Wealth Advisors’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,683
| Closed | -$490K | – | 191 |
|
|
2023
Q2 | $490K | Sell |
25,683
-15,000
| -37% | -$286K | 0.09% | 111 |
|
|
2023
Q1 | $783K | Sell |
40,683
-53,000
| -57% | -$1.02M | 0.16% | 88 |
|
|
2022
Q4 | $1.65M | Hold |
93,683
| – | – | 0.35% | 61 |
|
|
2022
Q3 | $1.94M | Hold |
93,683
| – | – | 0.41% | 52 |
|
|
2022
Q2 | $1.51M | Buy |
+93,683
| New | +$1.51M | 0.3% | 68 |
|