American Portfolios Advisors’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$17.7K Sell
515
-138
-21% -$4.74K ﹤0.01% 2250
2022
Q2
$20.5K Sell
653
-48
-7% -$1.51K ﹤0.01% 2218
2022
Q1
$38.4K Buy
701
+10
+1% +$548 ﹤0.01% 2007
2021
Q4
$53.5K Buy
691
+45
+7% +$3.49K ﹤0.01% 1834
2021
Q3
$44.5K Buy
646
+15
+2% +$1.03K ﹤0.01% 1835
2021
Q2
$45.6K Buy
631
+6
+1% +$434 ﹤0.01% 1770
2021
Q1
$40K Buy
625
+56
+10% +$3.58K ﹤0.01% 1705
2020
Q4
$39.4K Buy
569
+7
+1% +$485 ﹤0.01% 1513
2020
Q3
$27.8K Buy
562
+9
+2% +$445 ﹤0.01% 1549
2020
Q2
$28.2K Buy
553
+238
+76% +$12.1K ﹤0.01% 1505
2020
Q1
$13.1K Hold
315
﹤0.01% 1709
2019
Q4
$14.2K Hold
315
﹤0.01% 1862
2019
Q3
$11.3K Hold
315
﹤0.01% 1885
2019
Q2
$15.2K Hold
315
﹤0.01% 1760
2019
Q1
$12.8K Hold
315
﹤0.01% 1734
2018
Q4
$7.83K Hold
315
﹤0.01% 1716
2018
Q3
$9.85K Hold
315
﹤0.01% 1763
2018
Q2
$8.18K Buy
+315
New +$8.18K ﹤0.01% 1797