Arax Advisory Partners’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 |
-2,474
| Closed | -$139K | – | 3118 |
|
|
2024
Q4 | $139K | Sell |
2,474
-1
| -0% | -$56 | 0.01% | 581 |
|
|
2024
Q3 | $137K | Buy |
2,475
+304
| +14% | +$16.8K | 0.01% | 426 |
|
|
2024
Q2 | $95.7K | Buy |
2,171
+2,017
| +1,310% | +$88.9K | 0.01% | 480 |
|
|
2024
Q1 | $5.93K | Hold |
154
| – | – | ﹤0.01% | 871 |
|
|
2023
Q4 | $7.37K | Hold |
154
| – | – | ﹤0.01% | 808 |
|
|
2023
Q3 | $6.23K | Hold |
154
| – | – | ﹤0.01% | 831 |
|
|
2023
Q2 | $5.89K | Hold |
154
| – | – | ﹤0.01% | 834 |
|
|
2023
Q1 | $7.36K | Hold |
154
| – | – | ﹤0.01% | 751 |
|
|
2022
Q4 | $6.06K | Hold |
154
| – | – | ﹤0.01% | 739 |
|
|
2022
Q3 | $5K | Hold |
154
| – | – | ﹤0.01% | 831 |
|
|
2022
Q2 | $5K | Sell |
154
-1,642
| -91% | -$53.3K | ﹤0.01% | 805 |
|
|
2022
Q1 | $98K | Sell |
1,796
-4
| -0.2% | -$218 | 0.01% | 340 |
|
|
2021
Q4 | $139K | Sell |
1,800
-176
| -9% | -$13.6K | 0.02% | 290 |
|
|
2021
Q3 | $136K | Buy |
1,976
+864
| +78% | +$59.5K | 0.02% | 279 |
|
|
2021
Q2 | $80K | Buy |
+1,112
| New | +$80K | 0.01% | 386 |
|