Bailard’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
-88,199
Closed -$4.88M 851
2024
Q3
$4.88M Buy
88,199
+10,270
+13% +$569K 0.13% 145
2024
Q2
$3.44M Buy
+77,929
New +$3.44M 0.09% 167