Invesco’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-22,614
| Closed | -$518K | – | 3989 |
|
|
2023
Q4 | $518K | Sell |
22,614
-39,579
| -64% | -$878K | ﹤0.01% | 3198 |
|
|
2023
Q3 | $1.12M | Sell |
62,193
-4,982
| -7% | -$88.8K | ﹤0.01% | 2807 |
|
|
2023
Q2 | $1.28M | Buy |
67,175
+13,788
| +26% | +$245K | ﹤0.01% | 2793 |
|
|
2023
Q1 | $1.03M | Sell |
53,387
-287,959
| -84% | -$5.57M | ﹤0.01% | 2891 |
|
|
2022
Q4 | $6.01M | Buy |
341,346
+10,648
| +3% | +$195K | ﹤0.01% | 2141 |
|
|
2022
Q3 | $6.84M | Buy |
330,698
+10,703
| +3% | +$210K | ﹤0.01% | 2032 |
|
|
2022
Q2 | $5.15M | Buy |
319,995
+282,730
| +759% | +$5.62M | ﹤0.01% | 2272 |
|
|
2022
Q1 | $794K | Sell |
37,265
-300
| -0.8% | -$6.22K | ﹤0.01% | 3180 |
|
|
2021
Q4 | $906K | Buy |
+37,565
| New | +$1.04M | ﹤0.01% | 3117 |
|