Cambridge Investment Research Advisors’s Smartsheet Inc. SMAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,358
| Closed | -$208K | – | 3408 |
|
|
2023
Q4 | $208K | Sell |
4,358
-4,948
| -53% | -$236K | ﹤0.01% | 2872 |
|
|
2023
Q3 | $377K | Sell |
9,306
-659
| -7% | -$26.7K | ﹤0.01% | 2319 |
|
|
2023
Q2 | $381K | Sell |
9,965
-483
| -5% | -$18.5K | ﹤0.01% | 2345 |
|
|
2023
Q1 | $499K | Sell |
10,448
-98
| -0.9% | -$4.68K | ﹤0.01% | 2074 |
|
|
2022
Q4 | $415K | Sell |
10,546
-15,287
| -59% | -$602K | ﹤0.01% | 2169 |
|
|
2022
Q3 | $888K | Buy |
25,833
+1,155
| +5% | +$39.7K | 0.01% | 1558 |
|
|
2022
Q2 | $776K | Buy |
24,678
+7,729
| +46% | +$243K | ﹤0.01% | 1652 |
|
|
2022
Q1 | $928K | Buy |
16,949
+1,567
| +10% | +$85.8K | ﹤0.01% | 1626 |
|
|
2021
Q4 | $1.19M | Buy |
15,382
+1,499
| +11% | +$116K | 0.01% | 1459 |
|
|
2021
Q3 | $955K | Buy |
13,883
+751
| +6% | +$51.7K | ﹤0.01% | 1567 |
|
|
2021
Q2 | $950K | Buy |
13,132
+628
| +5% | +$45.4K | ﹤0.01% | 1566 |
|
|
2021
Q1 | $799K | Buy |
12,504
+1,783
| +17% | +$114K | ﹤0.01% | 1591 |
|
|
2020
Q4 | $743K | Sell |
10,721
-1,138
| -10% | -$78.9K | ﹤0.01% | 1500 |
|
|
2020
Q3 | $586K | Buy |
11,859
+6,165
| +108% | +$305K | ﹤0.01% | 1513 |
|
|
2020
Q2 | $290K | Sell |
5,694
-96
| -2% | -$4.89K | ﹤0.01% | 1910 |
|
|
2020
Q1 | $240K | Buy |
5,790
+1,102
| +24% | +$45.7K | ﹤0.01% | 1821 |
|
|
2019
Q4 | $211K | Sell |
4,688
-13,425
| -74% | -$604K | ﹤0.01% | 2170 |
|
|
2019
Q3 | $653K | Sell |
18,113
-158
| -0.9% | -$5.7K | 0.01% | 1327 |
|
|
2019
Q2 | $884K | Buy |
18,271
+1,381
| +8% | +$66.8K | 0.01% | 1087 |
|
|
2019
Q1 | $689K | Buy |
+16,890
| New | +$689K | 0.01% | 1272 |
|