Hillsdale Investment Management’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-180,800
| Closed | -$3.25M | – | 666 |
|
|
2023
Q3 | $3.25M | Sell |
180,800
-87,080
| -33% | -$1.57M | 0.3% | 132 |
|
|
2023
Q2 | $5.11M | Sell |
267,880
-38,420
| -13% | -$733K | 0.47% | 52 |
|
|
2023
Q1 | $5.9M | Buy |
306,300
+9,900
| +3% | +$191K | 0.5% | 51 |
|
|
2022
Q4 | $5.22M | Buy |
296,400
+256,800
| +648% | +$4.52M | 0.44% | 60 |
|
|
2022
Q3 | $819K | Sell |
39,600
-3,000
| -7% | -$62K | 0.07% | 187 |
|
|
2022
Q2 | $685K | Buy |
+42,600
| New | +$685K | 0.05% | 253 |
|