UBS Group’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 |
-233,845
| Closed | -$5.36M | – | 8964 |
|
|
2023
Q4 | $5.36M | Buy |
233,845
+186,527
| +394% | +$4.27M | ﹤0.01% | 1957 |
|
|
2023
Q3 | $851K | Sell |
47,318
-32,182
| -40% | -$579K | ﹤0.01% | 3212 |
|
|
2023
Q2 | $1.52M | Buy |
79,500
+66,465
| +510% | +$1.27M | ﹤0.01% | 2928 |
|
|
2023
Q1 | $251K | Buy |
13,035
+1,345
| +12% | +$25.9K | ﹤0.01% | 4192 |
|
|
2022
Q4 | $206K | Buy |
11,690
+11,086
| +1,835% | +$195K | ﹤0.01% | 4339 |
|
|
2022
Q3 | $13K | Buy |
604
+403
| +200% | +$8.67K | ﹤0.01% | 6996 |
|
|
2022
Q2 | $3K | Sell |
201
-657
| -77% | -$9.81K | ﹤0.01% | 8367 |
|
|
2022
Q1 | $18K | Sell |
858
-96,981
| -99% | -$2.03M | ﹤0.01% | 6558 |
|
|
2021
Q4 | $2.36M | Buy |
+97,839
| New | +$2.36M | ﹤0.01% | 2740 |
|