C.M. Bidwell & Associates’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,905
| Closed | -$84K | – | 555 |
|
2024
Q2 | $84K | Buy |
+1,905
| New | +$84K | 0.06% | 192 |
|
2019
Q2 | – | Sell |
-1,495
| Closed | -$61K | – | 466 |
|
2019
Q1 | $61K | Hold |
1,495
| – | – | 0.06% | 234 |
|
2018
Q4 | $37K | Sell |
1,495
-2,005
| -57% | -$49.6K | 0.04% | 264 |
|
2018
Q3 | $109K | Buy |
+3,500
| New | +$109K | 0.1% | 181 |
|