Avior Wealth Management’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-323
| Closed | -$12.4K | – | 3851 |
|
|
2024
Q1 | $12.4K | Sell |
323
-7,605
| -96% | -$293K | ﹤0.01% | 1787 |
|
|
2023
Q4 | $379K | Buy |
7,928
+441
| +6% | +$21.1K | 0.02% | 407 |
|
|
2023
Q3 | $303K | Buy |
7,487
+864
| +13% | +$35K | 0.02% | 436 |
|
|
2023
Q2 | $253K | Buy |
6,623
+6,609
| +47,207% | +$253K | 0.02% | 476 |
|
|
2023
Q1 | $669 | Buy |
+14
| New | +$669 | ﹤0.01% | 1498 |
|
|
2021
Q1 | – | Sell |
-6,030
| Closed | -$417K | – | 1166 |
|
|
2020
Q4 | $417K | Sell |
6,030
-1,490
| -20% | -$103K | 0.05% | 304 |
|
|
2020
Q3 | $371K | Buy |
+7,520
| New | +$371K | 0.05% | 296 |
|