Caprock Group’s Smartsheet Inc. SMAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,575
Closed -$277K 662
2021
Q4
$277K Buy
3,575
+260
+8% +$20.1K 0.02% 455
2021
Q3
$228K Buy
+3,315
New +$228K 0.02% 468