Simplex Trading’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 | – | Hold |
0
| – | – | – | 4459 |
|
|
2023
Q4 | – | Sell |
-11,457
| Closed | -$206K | – | 4474 |
|
|
2023
Q3 | $206K | Sell |
11,457
-16,309
| -59% | -$293K | ﹤0.01% | 794 |
|
|
2023
Q2 | $530K | Buy |
27,766
+6,717
| +32% | +$128K | ﹤0.01% | 536 |
|
|
2023
Q1 | $405K | Buy |
21,049
+19,571
| +1,324% | +$377K | ﹤0.01% | 593 |
|
|
2022
Q4 | $26K | Buy |
1,478
+1,279
| +643% | +$22.5K | ﹤0.01% | 1528 |
|
|
2022
Q3 | $4K | Buy |
+199
| New | +$4K | ﹤0.01% | 2279 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4627 |
|
|
2022
Q1 | – | Sell |
-37,755
| Closed | -$910K | – | 4620 |
|
|
2021
Q4 | $910K | Buy |
+37,755
| New | +$910K | ﹤0.01% | 570 |
|