BloombergSen’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 |
-7,567
| Closed | -$419K | – | 34 |
|
|
2024
Q3 | $419K | Sell |
7,567
-7,009
| -48% | -$388K | 0.02% | 26 |
|
|
2024
Q2 | $643K | Buy |
14,576
+1,278
| +10% | +$56.3K | 0.04% | 20 |
|
|
2024
Q1 | $512K | Buy |
13,298
+3,943
| +42% | +$152K | 0.03% | 21 |
|
|
2023
Q4 | $447K | Sell |
9,355
-2,665
| -22% | -$127K | 0.03% | 21 |
|
|
2023
Q3 | $486K | Hold |
12,020
| – | – | 0.03% | 21 |
|
|
2023
Q2 | $460K | Buy |
12,020
+2,050
| +21% | +$78.4K | 0.03% | 21 |
|
|
2023
Q1 | $477K | Buy |
9,970
+950
| +11% | +$45.4K | 0.03% | 18 |
|
|
2022
Q4 | $355K | Hold |
9,020
| – | – | 0.02% | 17 |
|
|
2022
Q3 | $310K | Buy |
9,020
+820
| +10% | +$28.2K | 0.02% | 18 |
|
|
2022
Q2 | $258K | Buy |
8,200
+1,450
| +21% | +$45.6K | 0.02% | 19 |
|
|
2022
Q1 | $370K | Buy |
+6,750
| New | +$370K | 0.02% | 22 |
|