American Trust’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,360
| Closed | -$241K | – | 345 |
|
|
2024
Q3 | $241K | Sell |
4,360
-210
| -5% | -$11.6K | 0.02% | 224 |
|
|
2024
Q2 | $201K | Sell |
4,570
-870
| -16% | -$38.4K | 0.02% | 233 |
|
|
2024
Q1 | $209K | Hold |
5,440
| – | – | 0.02% | 264 |
|
|
2023
Q4 | $260K | Sell |
5,440
-970
| -15% | -$46.4K | 0.02% | 233 |
|
|
2023
Q3 | $259K | Sell |
6,410
-1,260
| -16% | -$51K | 0.02% | 229 |
|
|
2023
Q2 | $293K | Buy |
7,670
+2,910
| +61% | +$111K | 0.02% | 312 |
|
|
2023
Q1 | $228K | Buy |
+4,760
| New | +$228K | 0.02% | 378 |
|