Steward Partners Investment Advisory’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 |
-4,618
| Closed | -$106K | – | 3708 |
|
|
2023
Q4 | $106K | Sell |
4,618
-480
| -9% | -$11K | ﹤0.01% | 1670 |
|
|
2023
Q3 | $91.7K | Sell |
5,098
-1,178
| -19% | -$21.2K | ﹤0.01% | 1616 |
|
|
2023
Q2 | $120K | Sell |
6,276
-200
| -3% | -$3.82K | ﹤0.01% | 1499 |
|
|
2023
Q1 | $125K | Buy |
6,476
+500
| +8% | +$9.63K | ﹤0.01% | 1486 |
|
|
2022
Q4 | $105K | Sell |
5,976
-2,680
| -31% | -$47.2K | ﹤0.01% | 1523 |
|
|
2022
Q3 | $179K | Buy |
8,656
+724
| +9% | +$15K | ﹤0.01% | 1243 |
|
|
2022
Q2 | $128K | Buy |
7,932
+1,195
| +18% | +$19.3K | ﹤0.01% | 1393 |
|
|
2022
Q1 | $144K | Buy |
6,737
+2,309
| +52% | +$49.4K | ﹤0.01% | 1441 |
|
|
2021
Q4 | $107K | Buy |
+4,428
| New | +$107K | ﹤0.01% | 1576 |
|