JPMorgan Chase & Co’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 |
-187,426
| Closed | -$4.29M | – | 6826 |
|
|
2023
Q4 | $4.29M | Buy |
187,426
+36,679
| +24% | +$840K | ﹤0.01% | 2664 |
|
|
2023
Q3 | $2.71M | Buy |
150,747
+46,076
| +44% | +$829K | ﹤0.01% | 2816 |
|
|
2023
Q2 | $2M | Sell |
104,671
-27,812
| -21% | -$531K | ﹤0.01% | 3044 |
|
|
2023
Q1 | $2.55M | Buy |
132,483
+97,409
| +278% | +$1.88M | ﹤0.01% | 2894 |
|
|
2022
Q4 | $618K | Buy |
35,074
+16,003
| +84% | +$282K | ﹤0.01% | 3644 |
|
|
2022
Q3 | $395K | Buy |
19,071
+330
| +2% | +$6.84K | ﹤0.01% | 3868 |
|
|
2022
Q2 | $301K | Buy |
18,741
+11,217
| +149% | +$180K | ﹤0.01% | 4136 |
|
|
2022
Q1 | $160K | Buy |
7,524
+1,404
| +23% | +$29.9K | ﹤0.01% | 4546 |
|
|
2021
Q4 | $148K | Buy |
+6,120
| New | +$148K | ﹤0.01% | 4672 |
|