B. Metzler seel. Sohn & Co’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-42,617
| Closed | -$2.36M | – | 786 |
|
|
2024
Q3 | $2.36M | Sell |
42,617
-20,613
| -33% | -$1.14M | 0.02% | 352 |
|
|
2024
Q2 | $2.79M | Hold |
63,230
| – | – | 0.03% | 304 |
|
|
2024
Q1 | $2.43M | Hold |
63,230
| – | – | 0.03% | 340 |
|
|
2023
Q4 | $3.02M | Buy |
63,230
+25,333
| +67% | +$1.21M | 0.04% | 273 |
|
|
2023
Q3 | $1.53M | Sell |
37,897
-32,777
| -46% | -$1.33M | 0.02% | 371 |
|
|
2023
Q2 | $2.7M | Buy |
70,674
+27,164
| +62% | +$1.04M | 0.04% | 308 |
|
|
2023
Q1 | $2.08M | Buy |
43,510
+3,295
| +8% | +$158K | 0.03% | 301 |
|
|
2022
Q4 | $1.58M | Buy |
40,215
+11,619
| +41% | +$457K | 0.03% | 349 |
|
|
2022
Q3 | $983K | Buy |
28,596
+805
| +3% | +$27.7K | 0.02% | 423 |
|
|
2022
Q2 | $873K | Hold |
27,791
| – | – | 0.01% | 467 |
|
|
2022
Q1 | $1.52M | Buy |
+27,791
| New | +$1.52M | 0.02% | 395 |
|