Bank of Montreal’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 |
-331,728
| Closed | -$18.4M | – | 3557 |
|
|
2024
Q3 | $18.4M | Buy |
331,728
+257,764
| +348% | +$14.3M | 0.01% | 765 |
|
|
2024
Q2 | $3.27M | Buy |
+73,964
| New | +$3.27M | ﹤0.01% | 1300 |
|
|
2024
Q1 | – | Sell |
-4,502
| Closed | -$217K | – | 3881 |
|
|
2023
Q4 | $217K | Sell |
4,502
-37,926
| -89% | -$1.83M | ﹤0.01% | 2677 |
|
|
2023
Q3 | $1.79M | Buy |
42,428
+10,463
| +33% | +$440K | ﹤0.01% | 1489 |
|
|
2023
Q2 | $1.34M | Buy |
31,965
+5,044
| +19% | +$212K | ﹤0.01% | 1727 |
|
|
2023
Q1 | $1.29M | Sell |
26,921
-14,702
| -35% | -$703K | ﹤0.01% | 1692 |
|
|
2022
Q4 | $1.69M | Buy |
+41,623
| New | +$1.69M | ﹤0.01% | 1578 |
|
|
2022
Q3 | – | Sell |
-57,284
| Closed | -$1.8K | – | 3818 |
|
|
2022
Q2 | $1.8K | Sell |
57,284
-7,758
| -12% | -$243 | ﹤0.01% | 1644 |
|
|
2022
Q1 | $3.65M | Sell |
65,042
-3,187
| -5% | -$179K | ﹤0.01% | 1320 |
|
|
2021
Q4 | $5.45M | Sell |
68,229
-7,495
| -10% | -$598K | ﹤0.01% | 1148 |
|
|
2021
Q3 | $5.31M | Buy |
75,724
+53,306
| +238% | +$3.74M | ﹤0.01% | 1477 |
|
|
2021
Q2 | $1.66M | Buy |
22,418
+3,623
| +19% | +$268K | ﹤0.01% | 2051 |
|
|
2021
Q1 | $1.23M | Sell |
18,795
-8,016
| -30% | -$525K | ﹤0.01% | 1769 |
|
|
2020
Q4 | $1.84M | Buy |
26,811
+425
| +2% | +$29.2K | ﹤0.01% | 1558 |
|
|
2020
Q3 | $1.33M | Buy |
26,386
+1,108
| +4% | +$55.8K | ﹤0.01% | 1572 |
|
|
2020
Q2 | $1.34M | Buy |
25,278
+24,914
| +6,845% | +$1.32M | ﹤0.01% | 1549 |
|
|
2020
Q1 | $14K | Buy |
364
+140
| +63% | +$5.39K | ﹤0.01% | 3078 |
|
|
2019
Q4 | $10K | Buy |
224
+27
| +14% | +$1.21K | ﹤0.01% | 4040 |
|
|
2019
Q3 | $7K | Buy |
+197
| New | +$7K | ﹤0.01% | 4003 |
|
|
2019
Q2 | – | Sell |
-5,130
| Closed | -$209K | – | 4475 |
|
|
2019
Q1 | $209K | Buy |
+5,130
| New | +$209K | ﹤0.01% | 2339 |
|