AssetMark Inc’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2
| Closed | -$81 | – | 2020 |
|
|
2023
Q3 | $81 | Buy |
+2
| New | +$81 | ﹤0.01% | 1713 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | -$1K | – | 1676 |
|
|
2022
Q3 | $1K | Sell |
30
-7,553
| -100% | -$252K | ﹤0.01% | 1499 |
|
|
2022
Q2 | $238K | Buy |
7,583
+645
| +9% | +$20.2K | ﹤0.01% | 719 |
|
|
2022
Q1 | $380K | Buy |
6,938
+3,845
| +124% | +$211K | ﹤0.01% | 656 |
|
|
2021
Q4 | $240K | Buy |
3,093
+2,959
| +2,208% | +$230K | ﹤0.01% | 666 |
|
|
2021
Q3 | $9K | Buy |
+134
| New | +$9K | ﹤0.01% | 1071 |
|