Capital Group Investment Management’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 |
-15,600
| Closed | -$688K | – | 146 |
|
2024
Q2 | $688K | Hold |
15,600
| – | – | 0.15% | 114 |
|
2024
Q1 | $601K | Hold |
15,600
| – | – | 0.11% | 163 |
|
2023
Q4 | $746K | Hold |
15,600
| – | – | 0.08% | 163 |
|
2023
Q3 | $631K | Hold |
15,600
| – | – | 0.04% | 162 |
|
2023
Q2 | $597K | Hold |
15,600
| – | – | 0.03% | 171 |
|
2023
Q1 | $746K | Sell |
15,600
-1,579
| -9% | -$75.5K | 0.04% | 164 |
|
2022
Q4 | $676K | Buy |
+17,179
| New | +$676K | 0.03% | 176 |
|