Brinker Capital Investments’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,275
| Closed | -$508K | – | 1439 |
|
|
2022
Q1 | $508K | Sell |
9,275
-179
| -2% | -$9.8K | 0.01% | 1039 |
|
|
2021
Q4 | $732K | Sell |
9,454
-371
| -4% | -$28.7K | 0.01% | 932 |
|
|
2021
Q3 | $711K | Hold |
9,825
| – | – | 0.01% | 870 |
|
|
2021
Q2 | $711K | Buy |
9,825
+62
| +0.6% | +$4.49K | 0.01% | 925 |
|
|
2021
Q1 | $624K | Sell |
9,763
-10,691
| -52% | -$683K | 0.01% | 848 |
|
|
2020
Q4 | $1.42M | Buy |
20,454
+9,554
| +88% | +$662K | 0.02% | 626 |
|
|
2020
Q3 | $539K | Buy |
+10,900
| New | +$539K | 0.01% | 885 |
|