RhumbLine Advisers’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-66,461
| Closed | -$1.52M | – | 4299 |
|
|
2023
Q4 | $1.52M | Buy |
66,461
+1,756
| +3% | +$39K | ﹤0.01% | 2049 |
|
|
2023
Q3 | $1.16M | Buy |
64,705
+3,016
| +5% | +$53.8K | ﹤0.01% | 2121 |
|
|
2023
Q2 | $1.18M | Buy |
61,689
+15,672
| +34% | +$279K | ﹤0.01% | 2201 |
|
|
2023
Q1 | $886K | Buy |
46,017
+1,477
| +3% | +$28.6K | ﹤0.01% | 2177 |
|
|
2022
Q4 | $784K | Buy |
44,540
+2,128
| +5% | +$39.1K | ﹤0.01% | 2259 |
|
|
2022
Q3 | $878K | Buy |
42,412
+3,163
| +8% | +$62K | ﹤0.01% | 2207 |
|
|
2022
Q2 | $631K | Buy |
39,249
+22,718
| +137% | +$451K | ﹤0.01% | 2368 |
|
|
2022
Q1 | $352K | Buy |
16,531
+5,366
| +48% | +$111K | ﹤0.01% | 2587 |
|
|
2021
Q4 | $269K | Buy |
+11,165
| New | +$308K | ﹤0.01% | 2747 |
|