Bogart Wealth LLC’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 |
-34
| Closed | -$1.91K | – | 1523 |
|
|
2024
Q4 | $1.91K | Hold |
34
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q3 | $1.88K | Hold |
34
| – | – | ﹤0.01% | 973 |
|
|
2024
Q2 | $1.5K | Hold |
34
| – | – | ﹤0.01% | 970 |
|
|
2024
Q1 | $1.31K | Hold |
34
| – | – | ﹤0.01% | 953 |
|
|
2023
Q4 | $1.63K | Hold |
34
| – | – | ﹤0.01% | 915 |
|
|
2023
Q3 | $1.38K | Hold |
34
| – | – | ﹤0.01% | 929 |
|
|
2023
Q2 | $1.3K | Hold |
34
| – | – | ﹤0.01% | 930 |
|
|
2023
Q1 | $1.63K | Buy |
+34
| New | +$1.63K | ﹤0.01% | 937 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 1236 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 965 |
|