Allworth 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 |
-37
| Closed | -$2.09K | – | 4215 |
|
|
2024
Q4 | $2.09K | Buy |
37
+17
| +85% | +$960 | ﹤0.01% | 3144 |
|
|
2024
Q3 | $1.11K | Buy |
20
+3
| +18% | +$166 | ﹤0.01% | 3183 |
|
|
2024
Q2 | $821 | Buy |
17
+6
| +55% | +$290 | ﹤0.01% | 3236 |
|
|
2024
Q1 | $424 | Sell |
11
-744
| -99% | -$28.7K | ﹤0.01% | 3322 |
|
|
2023
Q4 | $36.1K | Buy |
755
+726
| +2,503% | +$34.7K | ﹤0.01% | 1326 |
|
|
2023
Q3 | $1.17K | Sell |
29
-46
| -61% | -$1.86K | ﹤0.01% | 2789 |
|
|
2023
Q2 | $2.87K | Hold |
75
| – | – | ﹤0.01% | 2337 |
|
|
2023
Q1 | $3.59K | Sell |
75
-5
| -6% | -$239 | ﹤0.01% | 2169 |
|
|
2022
Q4 | $3.15K | Buy |
80
+49
| +158% | +$1.93K | ﹤0.01% | 2068 |
|
|
2022
Q3 | $1K | Buy |
31
+27
| +675% | +$871 | ﹤0.01% | 2571 |
|
|
2022
Q2 | $0 | Buy |
4
+1
| +33% | – | ﹤0.01% | 2897 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2432 |
|
|
2021
Q4 | $0 | Sell |
3
-150
| -98% | – | ﹤0.01% | 2157 |
|
|
2021
Q3 | $11K | Buy |
+153
| New | +$11K | ﹤0.01% | 1321 |
|