Allworth Financial’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.09K | Buy |
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|
2024
Q3 | $1.11K | Buy |
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|
2024
Q2 | $821 | Buy |
|
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|
2024
Q1 | $424 | Sell |
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|
2023
Q4 | $36.1K | Buy |
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|
2023
Q3 | $1.17K | Sell |
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|
2023
Q2 | $2.87K | Hold |
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|
2023
Q1 | $3.58K | Sell |
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|
2022
Q4 | $3.15K | Buy |
|
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $0 | Buy |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Sell |
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|
2021
Q3 | $11K | Buy |
|