Asset Management One’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 |
-698
| Closed | -$39.1K | – | 1000 |
|
|
2024
Q4 | $39.1K | Hold |
698
| – | – | ﹤0.01% | 942 |
|
|
2024
Q3 | $38.6K | Sell |
698
-2,883
| -81% | -$160K | ﹤0.01% | 944 |
|
|
2024
Q2 | $158K | Buy |
3,581
+3,058
| +585% | +$135K | ﹤0.01% | 882 |
|
|
2024
Q1 | $20.1K | Buy |
+523
| New | +$20.1K | ﹤0.01% | 966 |
|
|
2023
Q4 | – | Sell |
-1,077
| Closed | -$43.6K | – | 1024 |
|
|
2023
Q3 | $43.6K | Sell |
1,077
-981
| -48% | -$39.7K | ﹤0.01% | 972 |
|
|
2023
Q2 | $78.7K | Buy |
+2,058
| New | +$78.7K | ﹤0.01% | 948 |
|
|
2022
Q4 | – | Sell |
-17,764
| Closed | -$610K | – | 1047 |
|
|
2022
Q3 | $610K | Buy |
17,764
+17,364
| +4,341% | +$596K | ﹤0.01% | 870 |
|
|
2022
Q2 | $12K | Buy |
400
+100
| +33% | +$3K | ﹤0.01% | 1012 |
|
|
2022
Q1 | $16K | Buy |
300
+100
| +50% | +$5.33K | ﹤0.01% | 1026 |
|
|
2021
Q4 | $15K | Sell |
200
-100
| -33% | -$7.5K | ﹤0.01% | 1038 |
|
|
2021
Q3 | $20K | Sell |
300
-100
| -25% | -$6.67K | ﹤0.01% | 1031 |
|
|
2021
Q2 | $28K | Buy |
+400
| New | +$28K | ﹤0.01% | 1034 |
|