PTC
ESMT

Petrus Trust Company’s EngageSmart, Inc. ESMT Stock Holding History

Petrus Trust Company’s Portfolio ESMT Stock Details ESMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,759
Closed -$391K – 778
2023
Q3 		$391K Sell
21,759
-8,195
-27% -$147K 0.04% 274
2023
Q2 		$572K Buy
29,954
+8,965
+43% +$171K 0.06% 113
2023
Q1 		$404K Buy
+20,989
New +$404K 0.05% 172