Osaic Holdings’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 |
-50
| Closed | -$1.15K | – | 7275 |
|
|
2023
Q4 | $1.15K | Sell |
50
-1,139
| -96% | -$26.1K | ﹤0.01% | 6563 |
|
|
2023
Q3 | $21.4K | Buy |
1,189
+617
| +108% | +$11.1K | ﹤0.01% | 5501 |
|
|
2023
Q2 | $10.9K | Sell |
572
-41
| -7% | -$783 | ﹤0.01% | 5874 |
|
|
2023
Q1 | $11.8K | Buy |
613
+597
| +3,731% | +$11.5K | ﹤0.01% | 5853 |
|
|
2022
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 7401 |
|
|
2022
Q3 | $0 | Buy |
+16
| New | – | ﹤0.01% | 7448 |
|
|
2021
Q4 | – | Sell |
-695
| Closed | -$24K | – | 7451 |
|
|
2021
Q3 | $24K | Buy |
+695
| New | +$24K | ﹤0.01% | 5642 |
|