Invesco’s EngageSmart, Inc. ESMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-22,614
Closed -$518K 3973
2023
Q4
$518K Sell
22,614
-39,579
-64% -$906K ﹤0.01% 3188
2023
Q3
$1.12M Sell
62,193
-4,982
-7% -$89.6K ﹤0.01% 2798
2023
Q2
$1.28M Buy
67,175
+13,788
+26% +$263K ﹤0.01% 2784
2023
Q1
$1.03M Sell
53,387
-287,959
-84% -$5.54M ﹤0.01% 2881
2022
Q4
$6.01M Buy
341,346
+10,648
+3% +$187K ﹤0.01% 2135
2022
Q3
$6.84M Buy
330,698
+10,703
+3% +$221K ﹤0.01% 2025
2022
Q2
$5.15M Buy
319,995
+282,730
+759% +$4.55M ﹤0.01% 2266
2022
Q1
$794K Sell
37,265
-300
-0.8% -$6.39K ﹤0.01% 3152
2021
Q4
$906K Buy
+37,565
New +$906K ﹤0.01% 3087