Advisors Asset 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 |
-1,994
| Closed | -$112K | – | 1555 |
|
|
2024
Q4 | $112K | Sell |
1,994
-82
| -4% | -$4.59K | ﹤0.01% | 1206 |
|
|
2024
Q3 | $115K | Buy |
2,076
+34
| +2% | +$1.88K | ﹤0.01% | 1202 |
|
|
2024
Q2 | $90K | Buy |
2,042
+220
| +12% | +$9.7K | ﹤0.01% | 1213 |
|
|
2024
Q1 | $70.1K | Buy |
1,822
+360
| +25% | +$13.9K | ﹤0.01% | 1251 |
|
|
2023
Q4 | $69.9K | Sell |
1,462
-75
| -5% | -$3.59K | ﹤0.01% | 1237 |
|
|
2023
Q3 | $62.2K | Buy |
1,537
+208
| +16% | +$8.42K | ﹤0.01% | 1253 |
|
|
2023
Q2 | $50.8K | Sell |
1,329
-329
| -20% | -$12.6K | ﹤0.01% | 1276 |
|
|
2023
Q1 | $79.3K | Sell |
1,658
-1,324
| -44% | -$63.3K | ﹤0.01% | 1248 |
|
|
2022
Q4 | $117K | Sell |
2,982
-577
| -16% | -$22.7K | ﹤0.01% | 1220 |
|
|
2022
Q3 | $122K | Buy |
3,559
+116
| +3% | +$3.98K | ﹤0.01% | 1229 |
|
|
2022
Q2 | $108K | Buy |
3,443
+231
| +7% | +$7.25K | ﹤0.01% | 1278 |
|
|
2022
Q1 | $176K | Buy |
3,212
+903
| +39% | +$49.5K | ﹤0.01% | 1259 |
|
|
2021
Q4 | $179K | Buy |
2,309
+1,681
| +268% | +$130K | ﹤0.01% | 1258 |
|
|
2021
Q3 | $43K | Buy |
+628
| New | +$43K | ﹤0.01% | 1397 |
|