Sandia Investment Management’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 |
-4,635
| Closed | -$106K | – | 198 |
|
|
2023
Q4 | $106K | Sell |
4,635
-7,865
| -63% | -$180K | 0.07% | 100 |
|
|
2023
Q3 | $225K | Hold |
12,500
| – | – | 0.06% | 110 |
|
|
2023
Q2 | $239K | Hold |
12,500
| – | – | 0.05% | 86 |
|
|
2023
Q1 | $241K | Buy |
12,500
+10,000
| +400% | +$193K | 0.04% | 123 |
|
|
2022
Q4 | $44K | Hold |
2,500
| – | – | 0.01% | 179 |
|
|
2022
Q3 | $52K | Buy |
+2,500
| New | +$52K | 0.01% | 213 |
|
|
2022
Q1 | – | Sell |
-10,000
| Closed | -$241K | – | 281 |
|
|
2021
Q4 | $241K | Buy |
+10,000
| New | +$241K | 0.04% | 163 |
|