Blue Trust Inc’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
-193
Closed -$10.8K 2585
2024
Q4
$10.8K Buy
193
+175
+972% +$9.81K ﹤0.01% 1806
2024
Q3
$793 Buy
+18
New +$793 ﹤0.01% 2732
2023
Q3
Sell
-16
Closed -$1K 2337
2023
Q2
$1K Buy
16
+14
+700% +$875 ﹤0.01% 1966
2023
Q1
$0 Hold
2
﹤0.01% 2694
2022
Q4
$0 Sell
2
-89
-98% ﹤0.01% 2519
2022
Q3
$3K Buy
91
+87
+2,175% +$2.87K ﹤0.01% 1733
2022
Q2
$0 Buy
+4
New ﹤0.01% 2035