Private Wealth Management Group’s EngageSmart, Inc. ESMT Stock Holding History

Private Wealth Management Group’s Portfolio ESMT Stock Details ESMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-68	Closed	-$1.56K	–	1609
2023 Q4	$1.56K	Buy	+68	New	+$1.51K	﹤0.01%	1090

Private Wealth Management Group's ESMT Position: Q1 2024 in Review

Private Wealth Management Group sold out of EngageSmart, Inc. (ESMT) in Q1 2024, closing a stake of 68 shares — an estimated $1.56K sold.

Private Wealth Management Group first reported a position in ESMT in Q4 2023 and held it in 1 quarter. The position peaked at $1.56K in Q4 2023. 0 funds tracked by Wall St. Rank hold ESMT as of Q1 2024.

Private Wealth Management Group reported no remaining EngageSmart, Inc. position as of Q1 2024 after selling out during the quarter.
Private Wealth Management Group sold 68 EngageSmart, Inc. shares in Q1 2024, an estimated $1.56K.
Private Wealth Management Group first reported a position in EngageSmart, Inc. in Q4 2023 and held it in 1 quarter.
Private Wealth Management Group's EngageSmart, Inc. position peaked at $1.56K in Q4 2023.
0 funds tracked by Wall St. Rank held EngageSmart, Inc. as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.