Bell Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14
| Closed | -$785 | – | 1965 |
|
|
2024
Q4 | $785 | Sell |
14
-12
| -46% | -$673 | ﹤0.01% | 1657 |
|
|
2024
Q3 | $1.44K | Hold |
26
| – | – | ﹤0.01% | 1468 |
|
|
2024
Q2 | $1.15K | Hold |
26
| – | – | ﹤0.01% | 1572 |
|
|
2024
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1602 |
|
|
2023
Q4 | $1.24K | Sell |
26
-13
| -33% | -$622 | ﹤0.01% | 1516 |
|
|
2023
Q3 | $1.58K | Buy |
39
+15
| +63% | +$607 | ﹤0.01% | 1389 |
|
|
2023
Q2 | $919 | Sell |
24
-36
| -60% | -$1.38K | ﹤0.01% | 1617 |
|
|
2023
Q1 | $2.87K | Buy |
60
+34
| +131% | +$1.63K | ﹤0.01% | 1066 |
|
|
2022
Q4 | $1.02K | Sell |
26
-4
| -13% | -$157 | ﹤0.01% | 1581 |
|
|
2022
Q3 | $1K | Sell |
30
-120
| -80% | -$4K | ﹤0.01% | 1654 |
|
|
2022
Q2 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 754 |
|
|
2021
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1271 |
|
|
2021
Q3 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1199 |
|