Anchor Investment Management’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 |
-500
| Closed | -$28K | – | 1059 |
|
|
2024
Q4 | $28K | Hold |
500
| – | – | ﹤0.01% | 659 |
|
|
2024
Q3 | $27.7K | Hold |
500
| – | – | ﹤0.01% | 652 |
|
|
2024
Q2 | $22K | Hold |
500
| – | – | ﹤0.01% | 637 |
|
|
2024
Q1 | $19.3K | Hold |
500
| – | – | ﹤0.01% | 684 |
|
|
2023
Q4 | $23.9K | Hold |
500
| – | – | ﹤0.01% | 627 |
|
|
2023
Q3 | $20.2K | Hold |
500
| – | – | ﹤0.01% | 653 |
|
|
2023
Q2 | $19.1K | Hold |
500
| – | – | ﹤0.01% | 648 |
|
|
2023
Q1 | $23.9K | Hold |
500
| – | – | ﹤0.01% | 646 |
|
|
2022
Q4 | $19.7K | Hold |
500
| – | – | ﹤0.01% | 649 |
|
|
2022
Q3 | $17.2K | Sell |
500
-2,300
| -82% | -$79K | ﹤0.01% | 660 |
|
|
2022
Q2 | $88K | Hold |
2,800
| – | – | 0.01% | 469 |
|
|
2022
Q1 | $153K | Buy |
2,800
+2,650
| +1,767% | +$145K | 0.02% | 412 |
|
|
2021
Q4 | $11.6K | Buy |
+150
| New | +$11.6K | ﹤0.01% | 770 |
|