AtonRa Partners’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
$255K Sell
5,332
-831
-13% -$39.7K 0.51% 87
2023
Q3
$249K Sell
6,163
-1,475
-19% -$59.7K 0.52% 95
2023
Q2
$292K Sell
7,638
-1,680
-18% -$64.3K 0.45% 99
2023
Q1
$445K Buy
+9,318
New +$445K 0.65% 71