Principal Financial Group’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	-25,695	Closed	-$588K	–	2533
2023 Q4	$588K	Buy	25,695 +5,890	+30%	+$135K	﹤0.01%	1925
2023 Q3	$356K	Buy	19,805 +4,584	+30%	+$82.5K	﹤0.01%	2014
2023 Q2	$291K	Buy	+15,221	New	+$291K	﹤0.01%	2087