B. Riley Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,542
| Closed | -$249K | – | 1407 |
|
|
2022
Q1 | $249K | Buy |
4,542
+1,180
| +35% | +$64.7K | 0.01% | 1099 |
|
|
2021
Q4 | $260K | Buy |
+3,362
| New | +$260K | 0.01% | 1143 |
|
|
2021
Q1 | – | Sell |
-3,085
| Closed | -$214K | – | 1424 |
|
|
2020
Q4 | $214K | Buy |
+3,085
| New | +$214K | 0.01% | 901 |
|
|
2019
Q3 | – | Sell |
-8,700
| Closed | -$422K | – | 860 |
|
|
2019
Q2 | $422K | Buy |
+8,700
| New | +$422K | 0.05% | 438 |
|