SG Americas Securities’s EngageSmart, Inc. ESMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-59,239
| Closed | -$1.07M | – | 3142 |
|
2023
Q3 | $1.07M | Buy |
+59,239
| New | +$1.07M | 0.01% | 1123 |
|
2023
Q2 | – | Sell |
-107,042
| Closed | -$2.06M | – | 3020 |
|
2023
Q1 | $2.06M | Buy |
107,042
+94,759
| +771% | +$1.82M | 0.02% | 580 |
|
2022
Q4 | $216K | Sell |
12,283
-51,246
| -81% | -$901K | ﹤0.01% | 1934 |
|
2022
Q3 | $1.31M | Sell |
63,529
-313
| -0.5% | -$6.47K | 0.02% | 701 |
|
2022
Q2 | $1.03M | Buy |
63,842
+3,870
| +6% | +$62.3K | 0.01% | 1132 |
|
2022
Q1 | $1.28M | Buy |
+59,972
| New | +$1.28M | 0.01% | 1101 |
|
2021
Q4 | – | Sell |
-7,800
| Closed | -$266K | – | 3459 |
|
2021
Q3 | $266K | Buy |
+7,800
| New | +$266K | ﹤0.01% | 2784 |
|