Steward Partners Investment Advisory, LLC Engage Smart, Inc. Transaction History

Steward Partners Investment Advisory, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$18.44 - $22.93 $8,851 - $11,006	-480 Reduced 9.42%	4,618 $105,000
Q3 2023 Nov 13, 2023	SELL	$16.28 - $19.58 $19,177 - $23,065	-1,178 Reduced 18.77%	5,098 $91,000
Q2 2023 Aug 14, 2023	SELL	$16.0 - $19.45 $3,200 - $3,890	-200 Reduced 3.09%	6,276 $119,000
Q1 2023 May 15, 2023	BUY	$16.83 - $21.72 $8,415 - $10,860	500 Added 8.37%	6,476 $124,000
Q4 2022 Feb 15, 2023	SELL	$15.44 - $22.27 $41,379 - $59,683	-2,680 Reduced 30.96%	5,976 $105,000

Q3 2022 Nov 10, 2022	BUY	$16.28 - $22.43 $11,786 - $16,239	724 Added 9.13%	8,656 $179,000
Q2 2022 Aug 04, 2022	BUY	$16.08 - $22.38 $19,215 - $26,744	1,195 Added 17.74%	7,932 $128,000
Q1 2022 May 02, 2022	BUY	$17.3 - $23.76 $39,945 - $54,861	2,309 Added 52.15%	6,737 $144,000
Q4 2021 Feb 08, 2022	BUY	$20.54 - $34.43 $90,951 - $152,456	4,428 New	4,428 $107,000

151K

Ticker ESMT
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 163,836,000
Description
EngageSmart, Inc. provides Software-as-a-Service based customer engagement software and integrated payment solutions. It operates through two segments, Enterprise Solutions and SMB (small and medium sized business) Solutions. The company offers SimplePractice, an end-to-end practice management and electronic health record platform for health and...

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