MCF 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
Q4 | – | Sell |
-1,920
| Closed | -$34.5K | – | 998 |
|
|
2023
Q3 | $34.5K | Sell |
1,920
-8,859
| -82% | -$159K | ﹤0.01% | 410 |
|
|
2023
Q2 | $206K | Buy |
10,779
+183
| +2% | +$3.49K | 0.02% | 213 |
|
|
2023
Q1 | $204K | Sell |
10,596
-50,000
| -83% | -$963K | 0.02% | 208 |
|
|
2022
Q4 | $1.07M | Sell |
60,596
-29,404
| -33% | -$518K | 0.11% | 66 |
|
|
2022
Q3 | $1.86M | Hold |
90,000
| – | – | 0.21% | 40 |
|
|
2022
Q2 | $1.45M | Sell |
90,000
-23,004
| -20% | -$370K | 0.15% | 41 |
|
|
2022
Q1 | $2.41M | Buy |
+113,004
| New | +$2.41M | 0.23% | 28 |
|