Abound Wealth Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-234
| Closed | -$13.1K | – | 1341 |
|
|
2024
Q4 | $13.1K | Hold |
234
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $13K | Hold |
234
| – | – | ﹤0.01% | 372 |
|
|
2024
Q2 | $10.3K | Hold |
234
| – | – | ﹤0.01% | 366 |
|
|
2024
Q1 | $9.01K | Hold |
234
| – | – | ﹤0.01% | 395 |
|
|
2023
Q4 | $11.2K | Hold |
234
| – | – | ﹤0.01% | 349 |
|
|
2023
Q3 | $9.47K | Sell |
234
-13
| -5% | -$526 | ﹤0.01% | 336 |
|
|
2023
Q2 | $9.45K | Buy |
247
+13
| +6% | +$497 | ﹤0.01% | 346 |
|
|
2023
Q1 | $11.2K | Hold |
234
| – | – | 0.01% | 276 |
|
|
2022
Q4 | $9.21K | Hold |
234
| – | – | ﹤0.01% | 270 |
|
|
2022
Q3 | $8.04K | Buy |
+234
| New | +$8.04K | ﹤0.01% | 300 |
|