Baltimore-Washington Financial Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31,441
| Closed | -$1.39M | – | 152 |
|
|
2024
Q2 | $1.39M | Buy |
31,441
+5,650
| +22% | +$249K | 0.08% | 85 |
|
|
2024
Q1 | $993K | Sell |
25,791
-436
| -2% | -$16.8K | 0.06% | 91 |
|
|
2023
Q4 | $1.25M | Buy |
26,227
+259
| +1% | +$12.4K | 0.09% | 90 |
|
|
2023
Q3 | $1.05M | Buy |
25,968
+3,488
| +16% | +$141K | 0.09% | 94 |
|
|
2023
Q2 | $860K | Sell |
22,480
-15,547
| -41% | -$595K | 0.07% | 99 |
|
|
2023
Q1 | $1.82M | Sell |
38,027
-1,920
| -5% | -$91.8K | 0.16% | 87 |
|
|
2022
Q4 | $1.57M | Sell |
39,947
-3,407
| -8% | -$134K | 0.15% | 88 |
|
|
2022
Q3 | $1.49M | Sell |
43,354
-5,304
| -11% | -$182K | 0.13% | 87 |
|
|
2022
Q2 | $1.53M | Buy |
+48,658
| New | +$1.53M | 0.16% | 81 |
|
|
2022
Q1 | – | Sell |
-59,413
| Closed | -$4.6M | – | 167 |
|
|
2021
Q4 | $4.6M | Buy |
59,413
+13,815
| +30% | +$1.07M | 0.37% | 73 |
|
|
2021
Q3 | $3.14M | Buy |
+45,598
| New | +$3.14M | 0.28% | 76 |
|