Advisornet Financial’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 |
-5,444
| Closed | -$305K | – | 2238 |
|
|
2024
Q4 | $305K | Sell |
5,444
-24
| -0.4% | -$1.35K | 0.03% | 412 |
|
|
2024
Q3 | $303K | Hold |
5,468
| – | – | 0.02% | 437 |
|
|
2024
Q2 | $241K | Buy |
5,468
+25
| +0.5% | +$1.1K | 0.02% | 439 |
|
|
2024
Q1 | $210K | Hold |
5,443
| – | – | 0.02% | 460 |
|
|
2023
Q4 | $260K | Hold |
5,443
| – | – | 0.02% | 425 |
|
|
2023
Q3 | $220K | Hold |
5,443
| – | – | 0.02% | 440 |
|
|
2023
Q2 | $208K | Hold |
5,443
| – | – | 0.02% | 468 |
|
|
2023
Q1 | $260K | Hold |
5,443
| – | – | 0.02% | 421 |
|
|
2022
Q4 | $214K | Sell |
5,443
-5
| -0.1% | -$197 | 0.02% | 459 |
|
|
2022
Q3 | $187K | Buy |
+5,448
| New | +$187K | 0.02% | 510 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$4K | – | 2016 |
|
|
2019
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1605 |
|