Raymond James Financial Services 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 |
-32,774
| Closed | -$751K | – | 3516 |
|
|
2023
Q4 | $751K | Sell |
32,774
-43,560
| -57% | -$998K | ﹤0.01% | 2148 |
|
|
2023
Q3 | $1.37M | Sell |
76,334
-12,420
| -14% | -$223K | ﹤0.01% | 1732 |
|
|
2023
Q2 | $1.69M | Sell |
88,754
-11,733
| -12% | -$224K | ﹤0.01% | 1607 |
|
|
2023
Q1 | $1.93M | Sell |
100,487
-21,040
| -17% | -$405K | ﹤0.01% | 1512 |
|
|
2022
Q4 | $2.14M | Sell |
121,527
-213,178
| -64% | -$3.75M | ﹤0.01% | 1403 |
|
|
2022
Q3 | $6.93M | Buy |
334,705
+10,298
| +3% | +$213K | 0.02% | 774 |
|
|
2022
Q2 | $5.22M | Sell |
324,407
-54,573
| -14% | -$877K | 0.01% | 906 |
|
|
2022
Q1 | $8.08M | Buy |
378,980
+99,496
| +36% | +$2.12M | 0.02% | 777 |
|
|
2021
Q4 | $6.74M | Buy |
+279,484
| New | +$6.74M | 0.01% | 863 |
|