Wells Fargo’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 |
-15,564
| Closed | -$356K | – | 7247 |
|
|
2023
Q4 | $356K | Buy |
15,564
+2,540
| +20% | +$58.2K | ﹤0.01% | 3737 |
|
|
2023
Q3 | $234K | Sell |
13,024
-12,105
| -48% | -$218K | ﹤0.01% | 3957 |
|
|
2023
Q2 | $480K | Buy |
25,129
+15,573
| +163% | +$297K | ﹤0.01% | 3765 |
|
|
2023
Q1 | $184K | Buy |
9,556
+8,364
| +702% | +$161K | ﹤0.01% | 4214 |
|
|
2022
Q4 | $21K | Buy |
1,192
+591
| +98% | +$10.4K | ﹤0.01% | 4921 |
|
|
2022
Q3 | $12K | Sell |
601
-147
| -20% | -$2.94K | ﹤0.01% | 5299 |
|
|
2022
Q2 | $12K | Sell |
748
-2,701
| -78% | -$43.3K | ﹤0.01% | 5396 |
|
|
2022
Q1 | $73K | Sell |
3,449
-5,744
| -62% | -$122K | ﹤0.01% | 5145 |
|
|
2021
Q4 | $222K | Buy |
9,193
+6,204
| +208% | +$150K | ﹤0.01% | 4851 |
|
|
2021
Q3 | $102K | Buy |
+2,989
| New | +$102K | ﹤0.01% | 5083 |
|