Nisa Investment Advisors’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 |
-635
| Closed | -$14.5K | – | 2839 |
|
|
2023
Q4 | $14.5K | Hold |
635
| – | – | ﹤0.01% | 1953 |
|
|
2023
Q3 | $11.4K | Buy |
635
+10
| +2% | +$180 | ﹤0.01% | 2145 |
|
|
2023
Q2 | $11.9K | Sell |
625
-315
| -34% | -$6.01K | ﹤0.01% | 2228 |
|
|
2023
Q1 | $18K | Hold |
940
| – | – | ﹤0.01% | 2049 |
|
|
2022
Q4 | $17K | Sell |
940
-26
| -3% | -$470 | ﹤0.01% | 2105 |
|
|
2022
Q3 | $19K | Buy |
966
+26
| +3% | +$511 | ﹤0.01% | 2071 |
|
|
2022
Q2 | $15K | Buy |
+940
| New | +$15K | ﹤0.01% | 2121 |
|