Advisory Services Network’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,682
| Closed | -$320K | – | 3805 |
|
|
2023
Q4 | $320K | Buy |
6,682
+1,184
| +22% | +$56.6K | 0.01% | 1061 |
|
|
2023
Q3 | $222K | Buy |
+5,498
| New | +$222K | 0.01% | 1275 |
|
|
2023
Q2 | – | Sell |
-199
| Closed | -$9.51K | – | 3801 |
|
|
2023
Q1 | $9.51K | Buy |
+199
| New | +$9.51K | ﹤0.01% | 2895 |
|
|
2021
Q3 | – | Sell |
-656
| Closed | -$48K | – | 3339 |
|
|
2021
Q2 | $48K | Buy |
+656
| New | +$48K | ﹤0.01% | 2028 |
|
|
2021
Q1 | – | Sell |
-2,175
| Closed | -$151K | – | 3278 |
|
|
2020
Q4 | $151K | Buy |
2,175
+790
| +57% | +$54.8K | 0.01% | 1161 |
|
|
2020
Q3 | $68K | Sell |
1,385
-4,333
| -76% | -$213K | ﹤0.01% | 1435 |
|
|
2020
Q2 | $291K | Buy |
+5,718
| New | +$291K | 0.02% | 805 |
|