Zurich Cantonal Bank’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
-9,770
Closed -$224K 2755
2023
Q4
$224K Sell
9,770
-2,926
-23% -$67K ﹤0.01% 2020
2023
Q3
$228K Buy
12,696
+4,835
+62% +$87K ﹤0.01% 1887
2023
Q2
$150K Buy
+7,861
New +$150K ﹤0.01% 2110