Capital Advisors Ltd’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 |
-26
| Closed | -$1K | – | 1634 |
|
|
2024
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1338 |
|
|
2024
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1331 |
|
|
2024
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1330 |
|
|
2024
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1308 |
|
|
2023
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1254 |
|
|
2023
Q3 | $1K | Sell |
26
-79
| -75% | -$3.04K | ﹤0.01% | 1244 |
|
|
2023
Q2 | $4K | Buy |
105
+79
| +304% | +$3.01K | ﹤0.01% | 918 |
|
|
2023
Q1 | $1K | Sell |
26
-79
| -75% | -$3.04K | ﹤0.01% | 1154 |
|
|
2022
Q4 | $1K | Sell |
105
-6
| -5% | -$57 | ﹤0.01% | 1141 |
|
|
2022
Q3 | $4K | Buy |
111
+84
| +311% | +$3.03K | ﹤0.01% | 711 |
|
|
2022
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 935 |
|
|
2022
Q1 | – | Sell |
-3
| Closed | – | – | 1267 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 967 |
|