AJ Wealth Strategies’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,450
| Closed | -$325K | – | 336 |
|
|
2022
Q3 | $325K | Sell |
9,450
-4,700
| -33% | -$162K | 0.02% | 230 |
|
|
2022
Q2 | $445K | Sell |
14,150
-805
| -5% | -$25.3K | 0.02% | 197 |
|
|
2022
Q1 | $819K | Buy |
14,955
+7,807
| +109% | +$428K | 0.04% | 156 |
|
|
2021
Q4 | $554K | Buy |
7,148
+500
| +8% | +$38.8K | 0.03% | 190 |
|
|
2021
Q3 | $458K | Hold |
6,648
| – | – | 0.02% | 198 |
|
|
2021
Q2 | $481K | Buy |
6,648
+700
| +12% | +$50.6K | 0.03% | 186 |
|
|
2021
Q1 | $380K | Hold |
5,948
| – | – | 0.03% | 189 |
|
|
2020
Q4 | $412K | Hold |
5,948
| – | – | 0.04% | 159 |
|
|
2020
Q3 | $294K | Buy |
5,948
+1,100
| +23% | +$54.4K | 0.03% | 166 |
|
|
2020
Q2 | $247K | Buy |
+4,848
| New | +$247K | 0.03% | 174 |
|