Aevitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,115
| Closed | -$225K | – | 119 |
|
|
2022
Q1 | $225K | Sell |
4,115
-2,050
| -33% | -$112K | 0.14% | 110 |
|
|
2021
Q4 | $477K | Hold |
6,165
| – | – | 0.28% | 84 |
|
|
2021
Q3 | $424K | Buy |
6,165
+1,200
| +24% | +$82.5K | 0.27% | 91 |
|
|
2021
Q2 | $359K | Hold |
4,965
| – | – | 0.23% | 97 |
|
|
2021
Q1 | $317K | Buy |
4,965
+1,150
| +30% | +$73.4K | 0.22% | 91 |
|
|
2020
Q4 | $264K | Buy |
+3,815
| New | +$264K | 0.19% | 101 |
|